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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  • The PWL Capital team is simply the best in the country. PWL’s client care and services have been absolutely superb, from my very first meeting with
    Peter, Tony and their colleagues to my frequent and regular interactions with them. There are so many different things on which to focus in our busy lives, but I rest easy knowing that PWL is looking after my investments.

    Patrick M. Shea
  • 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
  • Once again thank you very much. It’s this type of personal and extraordinary service and obsession with looking after the client that make you guys so amazing and successful.

    Chris Coates The Coates Agency
  • We started using Nancy as our sole investment advisor almost 3 years ago. In that time, we have never had a cause for regret. We are very happy with PWL’s investment strategy and we know we can largely “ignore” our investments, trusting that our portfolio is being well managed. Nancy takes the time to understand her clients and tailors communication to their needs. She is very flexible in meeting as frequently or infrequently as we prefer and we always find our meetings with her informative and worthwhile.

    David Nikkel, Software Development Manager & Kathy Nikkel, Teacher
  • 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
  • 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
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    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.

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      Waterloo

      20 Erb St. W
      Suite 506
      Waterloo N2L 1T2 ON

      Toronto

      8 Wellington Street East
      3rd Floor
      Toronto M5E 1C5 ON

      Ottawa

      265 Carling Avenue
      8th Floor
      Ottawa K1S 2E1 ON

      Montreal

      3400 de Maisonneuve Ouest
      Suite 1501
      Montreal H3Z 3B8 QC