Every client defines successful financial planning differently.
We want to understand your definition.

We’ll help you retire on your schedule, provide for your loved ones, maintain your quality of life in retirement and leave the right legacy. Our plan is heavy on easy-to-implement strategies and light on complex jargon.

We integrate your investment strategy with all other aspects of your financial life, and prepare a holistic, customized plan that covers all parts of your finances: today’s needs as well as retirement cash-flow, tax optimization, life and disability insurance requirements and your estate.

There’s a lot that goes into a financial plan, but the plan itself isn’t the primary benefit of our joint effort. It’s the comfort of knowing that a team is looking for your financial best interests. It’s the peace of mind that comes from knowing your financial life is under your control.

We consult with you and your other service providers to make sure everything is accounted for and your estate will be optimally managed.

We work with you to identify your cash flow needs and account for multiple scenarios to bring you peace of mind and help determine when you can expect to comfortably retire.

We’ll help you understand and manage risks associated with investments and ensure you have contingency plans, insurance and diversification options.

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.

We work with you, your successors and third parties to develop a solid succession plan that ensures smooth leadership transitions and honour your intentions.

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  • 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...

    - Tech Entrepreneur
  • It’s exactly how everyone said it would be – I don’t spend any time worrying about my investments.

    - President , Swift Delivery Systems
  • 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.

    - Retired
  • 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.

    - Retired
  • Very impressed with the attention given by representatives to your needs and requests as well as the promptness for assistance or any service requested.

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

  • You guys are amazing. That simple.

    - Software Developer