Access to World Class Expertise
Investment partners
Your portfolio will benefit from access to exceptional firms with whom
PWL Capital has established strategic relationships.
- Estate, financial planning and life insurance services: PWL Advisors Inc.
- Carrying broker: TD Waterhouse Institutional Services (TDWIS) is the carrying broker for PWL Capital Inc. Your portfolio transactions are executed by TDWIS on behalf of PWL Capital.
- Ibbotson and Associates are renowned for independent thought leadership in investment research and asset-class investing.
- Dimensional Fund Advisors Canada is a subsidiary of the world leader in institutional-grade asset-class investment funds, which is based in Santa Monica. Dimensional provides PWL Capital with fundamental research in asset-class investing.
- Research in asset-class investing and exchange trade funds are vehicles that are used to build low cost tax-efficient portfolios. PWL Capital uses ETFs (BlackRock, State Street) to gain exposure to certain asset classes, reducing portfolio risk through broad global diversification. BlackRock 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.