Ideas & Insights Our Advisors Our Teams Resources White Papers eBook Market Statistics Model Portfolios Important Documents Recommended Readings Calculators What We Do Who We Are Our Story Our Board Members Management Team Governance & Internal Controls Compliance Safe-Keeping your Assets World Class Partners Research Department Perspective Newsletter Careers Contact Us 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 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. 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. 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. Very impressed with the attention given by representatives to your needs and requests as well as the promptness for assistance or any service requested. Tony and Peter bring a personal touch to a very personalized approach to wealth management in all its dimensions. They are our true partners. Excellent approach to hands off investing…have not looked at financial news in over 2 years … index investments are doing well and the PWL team takes care of the details. I get a high growth portfolio, ongoing wealth management, and on-call advice from true financial experts for a set fee. I couldn’t be happier… It is important to understand that investing for the future is best left to professionals who understand one’s immediate, medium and long-term needs. Tony Layton and his team at PWL Capital are perfectly positioned to understand the needs of every individual client. We have worked with Tony and his team for a number of years, and we can recommend them wholeheartedly in terms of bringing their clients peace of mind as far as investments are concerned in a volatile world. 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. Shweta Shrivastava MBA, CIM®, Portfolio Manager Mario Chandonnet Senior Financial Planner & Financial Security Advisor Susan Daley CFA, CFP, Portfolio Manager Nancy Graham CPA, CA, CIM®, CFP, TEP, Portfolio Manager Benjamin Felix MBA, CFA, CFP, CIM®, Portfolio Manager Cameron Passmore CIM®, FMA, FCSI, Portfolio Manager Dustin Tate CFA, MFin., Investment Advisor Dan Bortolotti CFP, CIM®, Portfolio Manager Shannon Bender CFP, CIM®, B.Comm., Portfolio Manager Justin Bender CFA, CFP, B.Comm., Portfolio Manager François Doyon La Rochelle CFA, Portfolio Manager James Parkyn CIM, FCSI, F.Pl, Portfolio Manager Peter Guay MBA, CFA, Portfolio Manager Graham Westmacott MBA, CFA, Portfolio Manager Anthony Layton MBA, CIM®, Chairman of the Board, Portfolio Manager IIROC AdvisorReport Waterloo +1 519 880-0888 +1 877 517-0888 +1 519 880-9997 Address 20 Erb St. W Suite 506 Waterloo N2L 1T2 ON CA Toronto +1 416 203-0067 +1 866 242-0203 +1 416 203-0544 Address 8 Wellington Street East 3rd Floor Toronto M5E 1C5 ON CA Ottawa +1 613 237-5544 +1 800 230-5544 +1 613 237-5949 Address 265 Carling Avenue 8th Floor Ottawa K1S 2E1 ON CA Montreal +1 514 875-7566 +1 800 875-7566 +1 514 875-9611 Address 3400 de Maisonneuve Ouest Suite 1501 Montreal H3Z 3B8 QC CA Ideas & Insights Our Advisors Our Teams Resources All Resources White Papers eBook Market Statistics Important Documents Model Portfolios Recommended Readings Calculators Checklists What We Do Who We Are Our Story Our Board Members Management Team Governance & Internal Controls Compliance World Class Partners Research Department Contact Us Client Login PWL Wealth Centrenew My Portfolio + FR
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.
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.