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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  • 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
  • Thanks for hounding me, I appreciate it, you guys are the best.

    Ian Mortier Shopify
  • Very impressed with the attention given by representatives to your needs and requests as well as the promptness for assistance or any service requested.

    Ron Devries Retired
  • PWL Capital understands the importance of getting to know their client first, in particular, their unique investment requirements. It is only after their due diligence and attention to detail that an investment approach and asset allocation will be recommended to suit your needs or those of your family or business.

    Geoffrey Carnell Carnell’s Funeral Home
  • I completely agree with PWL’s investment philosophy as well as greatly valuing their customer service.

    Doug McKenzie Managing Director
  • 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
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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