Portfolio Management

We manage your wealth to maximize your returns for a disclosed, fully transparent fee. To do this right, we manage your risk and diversify your portfolio.

We follow evidence-based investing practices, as it’s centered around benefitting from the market’s rate of return by constructing well-diversified portfolios that mirror an index.

This makes sure we can stay the course over the long run, weathering the highs and lows of the market to achieve results and grow our clients’ wealth.

A big advantage to this approach is that it keeps our fees low so your investment dollars go further than with other firms.

We guide you and help you adjust to make the right decisions when it comes to your finances. Small changes can have a huge impact on your portfolio.

We ensure you maintain a balanced and diversified portfolio of investments, across different types, sectors, and markets.

Not close to one of our offices across Canada? No problem! We offer comprehensive service to all our clients from coast to coast for their financial needs.

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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.

    VirtualCSO