What We Do

Very personalized service. Abundant trust. Never the feeling you are being led into a decision that you may ultimately regret.

PWL’s client services are incredibly good. Any questions or concerns are addressed promptly and thoroughly. I always feel well taken care of.

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.

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.

PWL has a time-tested, thorough, systematic approach to investment management.

We were looking for a management style that would reduce portfolio volatility and generate long-term stable growth. And we found it with Cameron’s pragmatic, no-nonsense approach to investment strategy.