What We Do

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.

Graham, more recently joined by Susan, has been our financial advisor since 2006 and we moved to PWL with him in 2010. Graham’s ability to analyze each client’s situation, preferences and needs seems outstanding to us.

Cameron and team were most helpful in making our transition from US to Canada as smooth as possible given several complications and they have continued to provide guidance and advice that keeps us feeling confident about where we are headed.

They have spared us sleepless nights.

I have had a long and great experience with dealing with PWL.

I can give no greater reference for Ben, Cameron and staff than this testimonial. We’ve been with PWL for about 18 months and couldn’t be more pleased. Our money languished with another vendor garnering subpar returns for six years prior. Sure, we received our perfunctory annual Christmas basket, but our portfolio never returned the targeted gain. Not once…

PWL has been on the money, with our money, from day one. Simple, Data Driven and Predictable. If you’re considering switching portfolio managers – Just Do It.

We feel confident that our portfolio is in good hands and that our interests are looked after. We have easy access to Peter and Tony and appreciate the relationship that has been built. Most of all, we appreciate the confidentiality afforded to us by placing our interests with PWL.