Our mission
To manage private wealth with the highest standards of integrity, objectivity and expertise, so that our clients can reach their financial goals and enhance their quality of life.
Doing what’s right for our clients each and every day
At PWL Capital, we simply focus on doing what’s right for our clients each and every day. In return they have rewarded us with more than a decade of trust, loyalty and respect.
PWL Capital Inc. is an independent wealth management boutique serving Canada’s most discerning individuals, families, professionals, entrepreneurs and business executives with personable but sophisticated financial advice.
The first PWL Capital office was established in 1996, and today, we serve our clients from 5 offices in Montreal, Toronto, Ottawa, Waterloo and Rivière-du-Loup. We are licensed to provide advisory services in 7 Canadian provinces.
PWL advisors provide integrated investment management services as well as tax and estate strategies, using our own, proprietary wealth management framework – Defined Objectives™. Our allegiance to time-tested institutional investment principles and proven academic insights means we never risk our clients’ long-term wealth on short-term investment fads.
For more than a decade individuals, families and small institutions have benefited from customized portfolios underpinned by:
- Risk management
- Tax efficient investment portfolios
- Financial planning (retirement, tax, estate planning and life insurance)
- Intergenerational wealth transfer
- Philanthropic giving
At PWL Capital we replace financial anxiety with confidence and peace of mind.