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® PWL Capital Team Jaclyn Cecereu Financial Planner, Investment Advisor, CFP®, BComm. PWL Capital Team Jordan Tarasoff Financial Planner, Associate Portfolio Manager, CFA, CFP®, CIM®, CIWM, CLU PWL Capital Team Brady Plunkett Portfolio Manager CIM®, CFP® PWL Capital Team Phillip Briggs Associate Portfolio Manager, Financial Planner CFP®, CIM® PWL Capital Team Melissa Laursen Financial Planning Associate, Investment Advisor QAFP™ PWL Capital Team Jordan Carter Financial Planning Associate, Investment Advisor, CFA, CFP®, CIM® PWL Capital Team Mathieu Huneault Investment Advisor, Financial Planning Associate, CFP® PWL Capital Team Matthew Gour Private Services Lead, Portfolio Manager, CFP®, CIM® PWL Capital Team Robert Little Associate Portfolio Manager - Family Office Services, CIM®, CFA PWL Capital Team Lukas Fleck Sr. Wealth Management Analyst, Investment Advisor, Associate Portfolio Manager, CIM® PWL Capital Team Justin Nichols Investment Analyst PWL Capital Team Denise Dixon Finance Manager PWL Capital Team Travis Feddema Wealth Management Analyst, Investment Advisor PWL Capital Team Hsinny Tseng Finance Administrator PWL Capital Team James Passmore Wealth Management Administrator , Investment Advisor PWL Capital Team Hamza Bin Arif Investment Analyst – Family Office Services, CFA, ACCA PWL Capital Team Brennan Forrest Lessard Finance Manager, Family Office Services, CPA PWL Capital Team Nicholas Donovan Financial Planning Associate PWL Capital Team Max Vitrotti Wealth Management Analyst, Investment Advisor QAFP PWL Capital Team Contact the PWL Capital Team We offer comprehensive Wealth Management services to families accross Canada. We look forward to gaining a better understanding of your individual needs and discuss how we can best serve you. Please complete the form below and we will get in touch with you shortly. 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 IslandQuebecSaskatchewanYukon How did you hear about us?*ReferralYouTubePWL Live Event (Webinar, Q&A)Rational Reminder PodcastSocial MediaRational Reminder CommunityMedia and PressGoogleOtherInvestable Assets*under $500,000$500,000 - $1,000,000$1,000,000 - $2,000,000$2,000,000 - $3,000,000$3,000,000 - $5,000,000$5,000,000 +Prefer not to discloseHow can we help?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 PWL Capital Team
Lukas Fleck Sr. Wealth Management Analyst, Investment Advisor, Associate Portfolio Manager, CIM® PWL Capital Team