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 Morningstar Inc., a US-based firm renowned for independent thought leadership in investment research and asset-class investing.

 

Dimensional 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.

 

Vanguard logo 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

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

Waterloo

20 Erb St. W
Suite 506
Waterloo N2L 1T2 ON

Toronto

8 Wellington Street East
3rd Floor
Toronto M5E 1C5 ON

Ottawa

265 Carling Avenue
8th Floor
Ottawa K1S 2E1 ON

Montreal

3400 de Maisonneuve Ouest
Suite 1501
Montreal H3Z 3B8 QC