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

Young Woman Travelling Car Road Looking Map

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.

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.

Rudy Richman VirtualCSO
Very impressed with the attention given by representatives to your needs and requests as well as the promptness for assistance or any service requested.

Ron Devries Retired
Tony and Peter bring a personal touch to a very personalized approach to wealth management in all its dimensions. They are our true partners.

Jane Hope TAXI Canada Ltd
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 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…

Adam McNamara Tech Entrepreneur
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.

David and Jill McDonald

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.