For 25 years, PWL Capital has managed portfolios for an exclusive clientele who are interested in securing their economic future. We manage the long-term retirement planning and wealth management needs of successful Canadian families.

Using a transparent and scientifically sound approach, the PWL Capital team will develop a personalized plan that protects your money and produces long-term value.

Brenda Bartlett
Brenda is President, CEO and Board Director of PWL Wealth Management Inc.  Her career of more than 25 years, has allowed her to develop her strengths in business performance improvement, digital marketing transformation, and leading change.

Client Relations

    Private Services Group

    • Robert Little - PWL Capital

      Associate Portfolio Manager - Family Office Services, CIM®, CFA

    • PWL Headshot: Lukas Fleck

      Sr. Wealth Management Analyst, Investment Advisor, Associate Portfolio Manager, CIM®

    • Investment Analyst, Investment Advisor

    • Finance Manager

    • Travis Feddema

      Wealth Management Analyst, Associate Portfolio Manager

    • Finance Administrator

    • James Passmore

      Wealth Management Administrator , Investment Advisor

    • Hamza Bin Arif

      Investment Analyst – Family Office Services, CFA, ACCA

    • Finance Manager, Family Office Services, CPA

    • Nicholas Donovan

      Financial Planning Associate, Investment Advisor

    • Wealth Management Analyst, Investment Advisor QAFP



      • Operations Administrator, Investment Advisor

      • PWL Headshot: Meg Martinez

        Sr. Operations and Project Analyst

      • PWL Headshot: Matt Hui

        Trading Associate, Investment Advisor, CIM®

      • Lara Khoury

        Senior Business Analyst

      • Francesca Fraga

        Manager, Operations & Service

      • Head, Operations and Strategic Projects

      • PWL Headshot: Jacob Fleming

        Manager, Trading, Investment Advisor, CIM®

      • PWL Headshot: Laura Spencer

        Operations Administrator, Investment Advisor, FMA

      • Operations Administrator

      • Paul Bertrand

        Trading Associate, Investment Representative

      • Luc Larocque - PWL

        Business Analyst

      • PWL Headshot: Katherine Pineda

        Team Lead Operations, Compliance Processes & Controls

      • Anne Griffith

        Advisor Operations Team Lead, Investment Representative

      • Czarina Dane Estrellas

        Operations Analyst

      • Jordan Lavallée

        Operations Analyst

      • Operations Analyst

      • Trading Associate, Investment Advisor

      • Operations Administrator

      • Senior Operation Analyst

      • Operations Administrator



          • Kaddeem Williams Brissett

            People and Culture Specialist

          • PWL - Kim Nguyen

            Senior People & Culture Specialist

          • Jacqui Rosete

            Office Administrator


            Transition Team

            • Nancy Graham

              Transition Lead, Portfolio Manager, PA, CA, CIM®, CFP

              Information Technology

              • Business Systems Analyst

              • Intermediate Systems Administrator

              • Data Engineer

              • Senior System and Network Administrator

              • IT User Support


                  Contact the PWL Capital Team

                  We offer comprehensive Wealth Management services to families accross Canada.

                  We look forward to gaining a better understanding of your individual needs and discuss how we can best serve you.

                  Please complete the form below and we will get in touch with you shortly.

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