Ideas & Insights Our Advisors Our Teams Resources White Papers Market Statistics Model Portfolios Important Documents Recommended Readings Calculators What We Do Who We Are Our Story Our Board Members Management Team Governance & Internal Controls Compliance Safe-Keeping your Assets World Class Partners Research Department Perspective Newsletter Careers Contact Us World Class Partners PWL Capital enjoys strategic relationships with a number of firms that assist our advisors in executing our investment approach with great confidence, precision, and efficiency. These include: Morningstar Inc., a US-based firm renowned for independent thought leadership in investment research and asset-class investing. Dimensional Fund Advisors Canada Inc., the Canadian subsidiary of the world leader in institutional-grade asset-class investment funds, based in Austin, Texas. Dimensional provides PWL Capital with fundamental research in asset-class investing. Exchange-Traded Funds are investment vehicles that are used to build low-cost, tax-efficient portfolios. PWL Capital uses ETFs (BlackRock, Vanguard, State Street) to gain exposure to certain asset classes and reduce portfolio risk through broad global diversification. BlackRock also provides PWL Capital with fundamental research in asset-class investing. Business Partners Banker: National Bank of Canada Auditors: RSM Richter Lawyers: Spiegel Sohmer PWL Advisors Inc. Disclaimer PWL Advisors Inc. is an affiliate company to PWL Capital Inc. PWL Advisors Inc. provides financial planning and other related services to clients of PWL Capital Inc. Both entities are wholly owned by PWL Gestion Inc. Our Expertise Financial Planning We start at the beginning with planning: identifying your goals and priorities to create a roadmap for achieving them. Portfolio Management Using our successful evidence-based investing philosophy, our teams can maximize the return on your investment portfolio. Family Office - Legacy Planning & Management Our Family Office brings bespoke management to every aspect of your family’s financial life for those with extensive wealth management needs. IIROC AdvisorReport Waterloo +1 519 880-0888 +1 877 517-0888 +1 519 880-9997 Address 20 Erb St. W Suite 506 Waterloo N2L 1T2 ON CA Toronto +1 416 203-0067 +1 866 242-0203 +1 416 203-0544 Address 8 Wellington Street East 3rd Floor Toronto M5E 1C5 ON CA Ottawa +1 613 237-5544 +1 800 230-5544 +1 613 237-5949 Address 265 Carling Avenue 8th Floor Ottawa K1S 2E1 ON CA Montreal +1 514 875-7566 +1 800 875-7566 +1 514 875-9611 Address 3400 de Maisonneuve Ouest Suite 1501 Montreal H3Z 3B8 QC CA Ideas & Insights Our Advisors Our Teams Resources All Resources White Papers Market Statistics Important Documents Model Portfolios Recommended Readings Calculators Checklists What We Do Who We Are Our Story Our Board Members Management Team Governance & Internal Controls Compliance World Class Partners Research Department Contact Us Client Login FR
Financial Planning We start at the beginning with planning: identifying your goals and priorities to create a roadmap for achieving them.
Portfolio Management Using our successful evidence-based investing philosophy, our teams can maximize the return on your investment portfolio.
Family Office - Legacy Planning & Management Our Family Office brings bespoke management to every aspect of your family’s financial life for those with extensive wealth management needs.
