What We Do

Without GPS, you can’t get to your destination. With our help, we’ll get you there.

We help you plan your every aspect of your financial life. We do it together.

PWL offers a personalized approach to wealth management that lets our clients define their financial and family goals based on their lifestyles. We integrate financial planning and investment management so our independent advisors can develop targeted strategies and provide each customer with a unique experience.

Our teams specialize in serving high net worth clients, with the expertise and experience to oversee every aspect of your financial life.

Our Expertise

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Financial Planning

We start at the beginning with planning: identifying your goals and priorities to create a roadmap for achieving them.

Portfolio Management

Using our successful evidence-based investing philosophy, our teams can maximize the return on your investment portfolio.

Grandfather Embracing Grandchild and Grateful for the Gift

Family Office - Legacy Planning & Management

Our Family Office brings bespoke management to every aspect of your family’s financial life for those with extensive wealth management needs.

I’ve worked with a number of firms and what I can say is that PWL is the most methodical and client-focused advisory firm I’ve come across. They also happen to be the least salesy – which is very refreshing. When I consult with PWL, I know that they’re really recommending what’s right for me and that there is no hidden agenda or commission that is biasing any recommendations. The team also goes out of their way to service clients. They jumped through a number of hoops just to allow me to save a few basis points – they really didn’t have to – but that’s the extent to which they care, and that really builds trust.

Aydin Mirzaee Co-Founded and Sold Fluidware to SurveyMonkey in 2014
It is important to understand that investing for the future is best left to professionals who understand one’s immediate, medium and long-term needs. Tony Layton and his team at PWL Capital are perfectly positioned to understand the needs of every individual client. We have worked with Tony and his team for a number of years, and we can recommend them wholeheartedly in terms of bringing their clients peace of mind as far as investments are concerned in a volatile world.

David and Jill McDonald
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
Excellent approach to hands off investing…have not looked at financial news in over 2 years … index investments are doing well and the PWL team takes care of the details.

Kevin Thibert, Client Executive, CISCO
During 2008 and 2009, Tony’s discipline kept me on track to fully capture the market recovery. He and his team ensured that my investment decisions didn’t get sidetracked by the media noise and my own emotions.

Robert Murdoch Ritchie Brothers Auctioneers
I have worked with Cameron for almost 10 years, providing wealth management advice for my personal and corporate financial goals. Cameron and his team always place my growth objectives and risk sensitivities at the core of the strategies they develop to help assist in achieving our long term financial goals.

Keith Glover Management Consultant

Meet the Advisors

Our team members are ready to work with you! No client is out of bounds for us. We offer comprehensive remote investment services so that wherever you are, our PWL team can help you achieve your financial goals.