We offer holistic, full-service Wealth Management services to Canadians and their families. Our team will help you cut through all the busy noise and help find the financial goals that really matter to you. Reach out to us to today to find out how we help make wealth simple.
Elevate your personal and business finances with integrated wealth management services designed to streamline your success across all your ventures.
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Secure your family’s financial future with customized planning that grows with you through every stage of life.
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We offer tailored Wealth management services for Canadian healthcare professionals. We can help understand and maximize your unique financial opportunities with strategies that align with your demanding career and personal life.
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Transition smoothly into retirement with strategies that protect your wealth and ensure you enjoy your hard-earned years to the fullest.
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We provide compassionate, empathic planning and investment services for surviving spouses. Receive supportive, thoughtful financial guidance that helps you manage and protect your wealth during challenging times.
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Leverage your professional success into lasting financial security with bespoke wealth management that matches the scale of your ambitions.
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Join us for an informative presentation on insights into your Canadian Pension Plan, along with an exclusive showcase of our innovative CPP Tool, hosted by Braden Warwick, Financial Planning Product Architect, from PWL Capital. We look forward to seeing you there!
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Meet the team that is making an impact for Canadian investors. We’re here to help guide you with expert advice and dedicated service. Our mission is simple: to turn your financial goals into reality, with personalized strategies that fit your life.
Plan for your future with our holistic 360° planning services. Our advisors work with you to create a detailed, personalized strategy that encompasses all of your goals so when you retire it’s on your terms and timetable.
Read MoreUnlock the full potential of your investments with our expert portfolio management services. We’ll craft a personalized investment strategy that aligns perfectly with your financial goals, adjusting to market changes to keep your future secure and bright.
Read MoreFinancial advice isn’t just numbers, it’s also about your unique circumstances and personal goals. Any destination might encounter some bumps along the way, but we’ll make sure you have the right guidance to get you there.
Read MoreEnter your historical and future earnings, and child and disability years, and the tool will solve for the optimal age to start your benefits and allow you to compare your projected benefit at each age
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Check our FAQs for common questions. If you can’t find what you’re looking for, reach out to us and we will be happy to respond.
PWL Capital has a fiduciary duty to its clients, which means we have a legal responsibility to always act in your best interests. We take that responsibility very seriously.
We focus on understanding our clients’ unique circumstances and aspirations and offer the most appropriate solutions at all times.
We work with clients all over Canada.
PWL Capital is honored to work with well over a thousand Canadian families coast to coast. Whether you’re a entrepreneur, business leader, medical professional, close to/ are in retirement, or anything in between, our advisors can help you fund the life you want.
We assist clients in finding and funding a good life. Our portfolio management philosophy relies on academic research that demonstrates that markets are efficient and that prices reflect all available information.
The best way to capture what the markets offer is to have a low-cost, broadly diversified portfolio that matches your risk tolerance.
Yes! PWL Capital was founded in 1996 as an independent firm and has remained so ever since. This independence means that we can serve you without outside influence or pressure.
Our employees are our shareholders. Together, we developed a hundred-year ownership vision that ensures we will remain fiercely independent and continue to provide conflict-free financial advice and portfolio management services to our clients.
The term ‘Investable Assets’ includes all liquid and near-liquid assets, including brokerage accounts, retirement accounts, RRSPs, TFSAs, trusts, etc.
It does not include the value of your home, properties, equity in a business, etc. They represent assets we can invest in on your behalf.
We do not have a strict minimum investment requirement. We do find that we work best with clients who are in a strong position to build and maintain their financial goals, whether they already have significant assets or are accumulating them quickly. Our focus is on clients who are committed to long-term financial planning and value a disciplined, evidence-based approach.
Book a meeting with an advisor and let’s get to know each other.
