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.

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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.

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
Graham Westmacott and Susan Daley provide the best service one could ever expect. They are extremely realistic and I perceive them as being most concerned with what is best for us and our situation rather than just focused on sales.

Frank and Dianne Beletz
It’s exactly how everyone said it would be – I don’t spend any time worrying about my investments.

Dave Van Dusen Swift Delivery Systems
Many years ago, our family entrusted Cameron Passmore and the team at PWL with our future financial security. We love working with Cameron because of the passion, discipline and diligence he brings to our relationship. The investment decisions Cameron makes on our behalf, and the fees charged to manage our account, are transparent, well-structured and exceptionally easy to understand. Thank you, Cameron, for the peace of mind you bring to our investments.

Garth Steele Welch LLP
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
PWL has always treated me as an important individual/client providing well founded, personalized advice and guidance. They are also very prompt when responding to queries and always manage to squeeze me in for either a telephone or in person meeting when needed.

Excellent advice and customer service.

Sandy Ouimet Retired

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.