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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  • I chose to work with Cameron and PWL because I felt I would receive honest advice, fair and simple pricing, and an amazing product. Cameron doesn’t push investments: he educates me with what strategies work for my needs. Anyone looking for personalized, honest investment strategies needs to have a chat with Cameron – especially after one of his great talks!

    Carson Brown Product Manager
  • 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
  • Honest, knowledgeable information. There is a big focus on teaching the basis for their decisions instead of just saying what they will do.

    Cameron has taught me a lot about how to invest my money in smarter ways. He took time to teach me how stock markets work and where stock market returns actually come from, instead of just suggesting specific funds and products to buy. I have never had another financial advisor that is this dedicated to their clients understanding of money and financial planning.

    Adam Becevello Software Developer
  • PWL Capital has handled my finances for about 10 years. My confidence level is high as I start into a time of life when significant transitions are made. I rest assured that PWL and its staff are on top of my financial affairs and work within a conservative, reliable and standards-driven organization.

    Jill Willington Richmond Hill, Ontario
  • 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.

    Kevin Thibert, Client Executive, CISCO
  • I sought out the services of Dan Bortolotti at PWL after being frustrated with several other advisors over the years. He has exceeded my expectations: Dan is the ultimate professional, very thorough in all aspects of his work and an excellent communicator who makes even complex issues easy to understand. He takes the time to understand my family’s financial needs and always acts in my best interest. I have finally found peace of mind with Dan and PWL Capital Toronto as my advisors.

    Andrew Liaw, Toronto, Ontario Toronto, Ontario
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    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.

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      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