Family Office - Legacy Planning & Management We ensure all family members understand their roles and responsibilities and pay particular attention to informing younger family members about investing and financial planning to prepare them for their future roles. We help with conflict resolution involving family members and offer objective, expert advice on how to best achieve the overall goals of the family. Our fully integrated approach provides an unparalleled level of convenience and seamless continuity to serve the needs of future generations. We are proud to provide these services across generations within families, nothing is more important to us than securing our clients’ legacies. Family office – where a team of multi-disciplined advisors take responsibility for all the finance-related needs of those whose wealth management needs call for a greater level of oversight and support. We provide a confidential, discrete, and highly personalized service customized to the needs of each family we serve. Bookkeeping & Cash Management We can run all your family bookkeeping to meet your cash management needs and identify areas we can optimize together. Collaboration with Professionals We maintain an extensive network of top-tier professionals to connect to you when you need third party support with notaries, lawyers, accountants and more. Governance & Education Our advisors will help you and your family achieve your collective financial goals for the present and future. Legacy Planning & Management – Trusts When you build a strategy with us, we cover all your concerns for when the times comes to set up trusts and manage your legacy. Philanthropic Strategy Philanthropic strategies for Canadians. PWL’s financial advisors will help you build a philanthropic strategy that lets you share your success with the world. Service Across Canada Not close to one of our four offices across Canada? No problem! We offer comprehensive service to all our clients from coast to coast for their financial needs. 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’s exactly how everyone said it would be – I don’t spend any time worrying about my investments. Great experience! Very friendly and accommodating. Great teachers…can’t say enough good stuff. PWL has a time-tested, thorough, systematic approach to investment management. As a client of Cameron for several years, I have been impressed with his sound investment strategy and unique personalized service that makes my family feel as if we are his only customer. During this time I encouraged several high net worth colleagues to get in touch with him. As a testament to Cameron’s affable and informed manner, 100% of these contacts became customers of his. Seems like people know a good thing when they experience it... 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. Cameron and team were most helpful in making our transition from US to Canada as smooth as possible given several complications and they have continued to provide guidance and advice that keeps us feeling confident about where we are headed. They have spared us sleepless nights. PWL has always treated me as an important individual/client providing well founded, personalized advice and guidance. They are also very prompt when responding to queries and always manage to squeeze me in for either a telephone or in person meeting when needed. Excellent advice and customer service. Very impressed with the attention given by representatives to your needs and requests as well as the promptness for assistance or any service requested. PWL's client services are incredibly good. Any questions or concerns are addressed promptly and thoroughly. I always feel well taken care of.