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

Quote Icon>
  • I have been a client of Nancy Graham’s since 2008. I came to her just prior to my divorce without a clue about how to deal with the financial aspects of this life change. Nancy guided me gently into the world of investments, taxes, and real estate while helping me get a handle on my spending habits. Planning for the future and retirement were a first priority. Also, Nancy has made some very wise investments and my portfolio is healthy even in these tough times. I’m pretty sure I would not be able to live without her now.

    Judi Tedlie
  • 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
  • As a client of Cameron for several years, I have been impressed with his sound investment strategy and unique personalized service that makes my family feel as if we are his only customer. During this time I encouraged several high net worth colleagues to get in touch with him. As a testament to Cameron’s affable and informed manner, 100% of these contacts became customers of his. Seems like people know a good thing when they experience it…

    Phil Wyatt
  • I completely agree with PWL’s investment philosophy as well as greatly valuing their customer service.

    Doug McKenzie Managing Director
  • Thanks for hounding me, I appreciate it, you guys are the best.

    Ian Mortier Shopify
  • Tony and his team have helped me to organize my financial affairs and achieve significant tax efficiencies, despite my extremely busy lifestyle. They have considerably reduced this burden for me and my family.

    David McAusland McCarthy Tétrault
Arrow Left Arrow Right

    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.

    Arrow Left Arrow Right

      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