We ensure all family members understand their roles and responsibilities and pay particular attention to informing younger family members about investing and financial planning to prepare them for their future roles.

We help with conflict resolution involving family members and offer objective, expert advice on how to best achieve the overall goals of the family.

Our fully integrated approach provides an unparalleled level of convenience and seamless continuity to serve the needs of future generations. We are proud to provide these services across generations within families, nothing is more important to us than securing our clients’ legacies.

Family office – where a team of multi-disciplined advisors take responsibility for all the finance-related needs of those whose wealth management needs call for a greater level of oversight and support. We provide a confidential, discrete, and highly personalized service customized to the needs of each family we serve.

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Not close to one of our four offices across Canada? No problem! We offer comprehensive service to all our clients from coast to coast for their financial needs.

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Philanthropic strategies for Canadians. PWL’s financial advisors will help you build a philanthropic strategy that lets you share your success with the world.

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  • PWL has provided me with the peace of mind that comes from knowing my investments aren’t exposed to unnecessary risks. They’ve always made a point of promptly answering any questions I’ve had and processing all my instructions in an expeditious manner, which has led to a very positive working relationship.

    Richard Z Maple, Ontario
  • Justin, Shannon and PWL Capital have demonstrated a confident professionalism and realistic understanding of my financial situation and expected requirements. They have given me the sense of security and trust that I am looking for: I feel that I am in good hands.

    Randy Kenney Yarmouth, Nova Scotia
  • Shannon and Justin are a rare find in the industry. Before switching I was being charged up to 2.5% in hidden fees. PWL took the time to set me up with a plan that openly states their fees and clearly articulated the nature of the investments. It’s refreshing to meet a team so up-to-date with the latest technology. I can’t recommend this team’s services enough.

    Mark Dunkley Toronto, Ontario
  • PWL Capital has handled my finances for about 10 years. My confidence level is high as I start into a time of life when significant transitions are made. I rest assured that PWL and its staff are on top of my financial affairs and work within a conservative, reliable and standards-driven organization.

    Jill Willington Richmond Hill, Ontario
  • We both felt very comfortable with the planning process and the obvious skills of Shannon and Justin. We feel confident about working together in the future with all members of the team.

    Jan Nicholls and Paul Sobanski Peterborough, Ontario
  • We decided to sign on with Justin and Shannon at PWL Capital for several reasons: the passive investment model, good interpersonal skills, transparency with regards to fees, and adherence to the fiduciary standard. I would have no hesitation to recommend this team.

    Dr. Rashid Rajah (MD) and Julie Rajah Toronto, Ontario
  • Justin and Shannon offer a level of personal service and expertise that I have not found from any other advisor. The ability to have nearly all of my financial needs met in one place is invaluable and, even more importantly, I appreciate knowing that I will always receive a prompt response to my questions.

    Dan and Michelle Scholes Thornhill, Ontario
  • We have received outstanding guidance and support from Justin and Shannon. We especially value the math-based rationale and emphasis on asset location and tax implications. And then there is the highly responsive and accommodating style—including custom performance reports—reasonable fees, and willingness to go above and beyond.

    Arman Mirchandani Toronto, Ontario
  • I sought out the services of Dan Bortolotti at PWL after being frustrated with several other advisors over the years. He has exceeded my expectations: Dan is the ultimate professional, very thorough in all aspects of his work and an excellent communicator who makes even complex issues easy to understand. He takes the time to understand my family’s financial needs and always acts in my best interest. I have finally found peace of mind with Dan and PWL Capital Toronto as my advisors.

    Andrew Liaw, Toronto, Ontario Toronto, Ontario
  • Firstly, I want to say I am very pleased with Graham’s financial advice. Over the 7 years we have worked together, he has taken much time to listen carefully to my need to have my retirement funds safe and to the myriad work/life changes that came along.

    Elizabeth Ritchie
  • We have been working with Graham from early 2009, and  joined him at PWL Capital in May 2010 . During this time Graham has acted as our financial adviser in the early years of our retirement, and has provided us with help and advice, giving  growth and security within our portfolio, in excess of our RRIF withdrawal requirements.

    David & Joyce Vann
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      Ideas & Insights

      Family Stewardship & Philanthropy
      Scientist Taking Sample Pollution Assessment Land

      Donations Part 2: Securities and Land

      In my previous post I talked about how the tax credit works when you make a cash donation. As we work through this series, I’ll be discussing other donation options and the associated tax credits. Today, we’ll take a look at the tax advantages of donating shares from your portfolio or land for conservation purposes.