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White Papers

Evidence Based Investing

Optimal Asset Location

Published: November 14, 2019
Contributors
Evidence Based Investing

The Passive Vs. Active Fund Monitor (Year-end 2018)

Published: March 22, 2019
Contributors
  • PWL Headshot: Raymond Kerzerho
DIY Investing

Factor Investing with ETFs

Published: March 22, 2019
Contributors
Evidence Based Investing

Great Expectations – How to estimate future stock and bond returns when creating a financial plan (2019)

Published: March 5, 2019
Contributors
  • PWL Headshot: Raymond Kerzerho
  • PWL Headshot: Dan Bortolotti
DIY Investing

Are Vanguard’s Canadian-listed ETFs at Risk of a Major Capital Gains Distribution?

Published: November 8, 2018
Contributors
  • PWL Headshot: Raymond Kerzerho
Personal Wealth

Housing: The Best Investment in History (On Paper)

Published: May 24, 2018
Contributors
Evidence Based Investing

The Passive vs. Active Fund Monitor (Year-end 2017)

Published: April 10, 2018
Contributors
  • PWL Headshot: Raymond Kerzerho
Evidence Based Investing

Asset Location & Uncertainty

Published: December 13, 2017
Contributors
Personal Wealth

A Taxing Decision (2017)

Published: July 21, 2017
Contributors
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Portfolio Management and brokerage services are offered by PWL Capital Inc, which is regulated by Investment Industry Regulatory Organization of Canada (IIROC), and is a member of the Canadian Investor Protection Fund (CIPF).

Financial planning and insurance products are offered by PWL Advisors Inc., and is regulated in Ontario by Financial Services Commission of Ontario (FSCO) and in Quebec by the Autorité des marchés financiers (AMF). PWL Advisors Inc. is not a member of CIPF.

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