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.

Grandfather Embracing Grandchild and Grateful for the Gift

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.

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.

James & Patricia McDowell
Excellent service and considerate of my individual circumstances. Down to earth language and communications, investment strategy and approach. PWL is excellent for investment services and financial planning. That is why I am a client.

Richard Slowikowski Federal Civil Servant
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.

Arman Mirchandani Toronto, Ontario
Cameron is an excellent advisor who takes the time to consider individuals concerns and planning prior to creating a plan. I have referred to Cameron and will again.

Josh Smith Tax Welch LLP
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
PWL has a time-tested, thorough, systematic approach to investment management.

B.L. Client since 2001

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.