What We Do 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 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. Financial Planning Using our successful evidence-based investing philosophy, our teams can maximize the return on your investment portfolio. Portfolio Management Using our successful evidence-based investing philosophy, our teams can maximize the return on your investment portfolio. Meet the Team 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. Ben Wilson Advisor Services Lead, Associate Portfolio Manager, CFP®, CIM® Capital Team Jaclyn Cecereu Financial Planner, Investment Advisor, CFP®, BComm. Capital Team Jordan Tarasoff Financial Planner, Associate Portfolio Manager, CFA, CFP®, CIM®, CIWM, CLU Capital Team Brady Plunkett CIM®, CFP®, Portfolio Manager Capital Team Phillip Briggs Financial Planner, Investment Advisor, CFP®, CIM® Capital Team Mathieu Huneault CFP®, Investment Advisor, Financial Planning Associate Capital Team Jordan Carter CFA, CFP®, CIM®, Financial Planning Associate, Investment Advisor Capital Team Maria Najera Financial Planning Administrator Capital Team Melissa Laursen Financial Planning Associate Capital Team Benjamin Mayhew Financial Planning Associate, Investment Advisor Capital Team Matthew Gour Private Services Lead, Portfolio Manager, CFP®, CIM® Capital Team Lukas Fleck CIM®, Sr. Wealth Management Analyst, Investment Advisor Capital Team Robert Little CIM®, CFA, Sr. Investment Analyst - Family Office Services, Investment Advisor Capital Team Justin Nichols Investment Analyst Capital Team Denise Dixon Finance & Tax Analyst Capital Team Travis Feddema Wealth Management Analyst, Investment Advisor Capital Team Hsinny Tseng Finance Administrator Capital Team James Passmore Wealth Management Administrator , Investment Advisor Capital Team Hamza Bin Arif Investment Analyst – Family Office Services, CFA, ACCA Capital Team Evan Van Geel Wealth Management Analyst Capital Team Nicholas Donovan Financial Planning Associate Capital Team Brennan Forrest Lessard Finance & Tax Analyst, CPA Capital Team Contact the Capital Team PWL Capital Team works with Canadians from coast-to-coast whose household investable assets total $1 million or more. Get in touch with us to find out more. 1About You2About Your Investments Name* TitleMr.Mrs.MissMs.Dr.Prof.Rev. Prefix First Last Email* Phone*City ProvinceAlbertaBritish ColumbiaManitobaNew BrunswickNewfoundland and LabradorNorthwest TerritoriesNova ScotiaNunavutOntarioPrince-Edward IslandQuebecSaskatchewanYukonInvestable Assets*$1,000,000 - $2,000,000$2,000,000 - $3,000,000$3,000,000 - $5,000,000$5,000,000 - $10,000,000$10,000,000 + How did you hear about us?*ReferralYouTube - Common Sense InvestingRational Reminder PodcastRadio AdvertisingSocial MediaMedia and PressGoogleOtherWhy do you want work with PWL?What are you looking for from PWL? Check all that apply Better investment performance Investment philosophy Financial planning Estate planning Tax planning Insurance planning Other Please specify How do you currently manage your investments? I have never invested before I manage my own investment portfolio I use a Robo advisor I work with a financial advisor I have accounts with more than one financial advisor Subscribe to the Rational Reminder Newsletter. Yes, I want to subscribe to the Rational Reminder Newsletter. Δ Ottawa PWL Capital +1 613 237-5544 +1 800 230-5544 +1 613 237-5949 Address 265 Carling Avenue 8th Floor Ottawa K1S 2E1 ON CA Toronto PWL Capital +1 416 203-0067 +1 866 242-0203 +1 416 203-0544 Address 8 Wellington Street East 3rd Floor Toronto M5E 1C5 Ontario CA Montreal PWL Capital +1 514 875-7566 +1 800 875-7566 +1 514 875-9611 Address 3400 de Maisonneuve Ouest Suite 1501 Montreal H3Z 3B8 Quebec CA
Financial Planning Using our successful evidence-based investing philosophy, our teams can maximize the return on your investment portfolio.
Portfolio Management Using our successful evidence-based investing philosophy, our teams can maximize the return on your investment portfolio.
Jordan Tarasoff Financial Planner, Associate Portfolio Manager, CFA, CFP®, CIM®, CIWM, CLU Capital Team
Robert Little CIM®, CFA, Sr. Investment Analyst - Family Office Services, Investment Advisor Capital Team