PWL Capital

PWL Capital – Special Event: Leonard Mlodinow, author of The Drunkard’s Walk

  • Advsior Speak

Hélène Gagné on Radio Canada & Télé-Québec

Hélène Gagné as a guest on the Première chaîne of Radio-Canada and Télé-Québec.

 

  • cbc-src-lgo.jpg

    Listen to Hélène Gagné, an invited guest on the French radio show « L’après-midi porte conseil » from Première chaîne Radio de Radio-Canada which aired March 5th 2010.

    Listen to the broadcast here (in French only).

     

     

    Legitime-depense-logo.jpgHélène will on the French TV show Legitimate expenses, on Télé-Quebec, Monday, March 15 at 7 pm (replay the following Tuesday 12:30 pm and Saturday 5:30 pm).
     



 

Your PWL advisor in Montreal

The PWL difference: Every client is unique

We offer integrated financial planning and investment management services. We do not sell products or have any hidden fees; so you get unbiased advice. No hype. Just solid common sense.

In 1996, PWL's first office opened in Montreal. Since then, we have served the needs of affluent Montreal families, businesspeople, and professionals. Our experienced advisors are available to provide you with solid advice.

 

  • James Parkyn

    James Parkyn

    James Parkyn, Portfolio Manager and Founding Partner, has been a trusted financial advisor to private-wealth clients since 1983. His clients are business executives, owners and professionals with complex financial situations.

  • Anthony S. Layton

    Anthony S. Layton

    Anthony S. Layton, Portfolio Manager and Founding Partner, specializes in integrating total solutions for affluent Canadian families. His clients are business owners, professionals, retired executives, and philanthropists for whom he has provided expert, disciplined and reasoned financial advice over the past 30 years.

  • Hélène Gagné

    Hélène Gagné

    Portfolio Manager and Partner, Hélène Gagné is known for her retirement planning and investment expertise. Professionals, businesspeople and retirees have benefited from her advice since 1985. Hélène is the author of recently published Votre retraite crie au secours (2009) and Maximisez votre capital retraite published in 2004 (Éd. Transcontinental), and is highly present in the electronic and print media.

  • Marc Stern

    Marc Stern

    Marc Stern, Vice-President and Portfolio Manager, brings wide-ranging experience in both wealth management and tax planning to his role at PWL Capital. As a Portfolio Manager and a recognized expert in both Canadian and US taxation issues, Marc provides services to active and retired executives of both public and private corporations, expatriate Americans, professionals, and members of the academic community.

  • Richard Cauchon

    Richard Cauchon

    Richard Cauchon, Vice-President and Investment Advisor, uses his extensive Canadian and international institutional experience to help entrepreneurs create strategies for both capital growth and preservation. Richard brings a global focus to PWL Capital’s time-tested, academically-based investment philosophy. He employs his expertise to apply solid investment principles rather than the traditional transaction based approaches.

  • Caroline Nalbantoglu

    Caroline Nalbantoglu

    See the PWL Advisor PageCaroline Nalbantoglu, Senior Financial Planner, thoroughly analyses the needs of business executives, entrepreneurs, professionals and retirees and develops customized and comprehensive financial plans to achieve their defined objectives. On a fee-only basis, her financial plans include investment, estate, life insurance and tax planning needs.