Vancouver-based firm strengthens PWL’s coast-to-coast presence following Atlantic Canada expansion
Left to right: Keith Copping, Ben Wilson, Denny Oenar, Tessa McGirr, Ian Black, Matt Gour, Brinsley Saleken, Phil Philippe Casarotto
Montreal, QC – April 2,2026 — PWL Capital (PWL) today announced that Macdonald, Shymko & Company Ltd. (MSC), a respected Vancouver-based financial planning and portfolio management firm, has joined PWL Capital. This addition marks a significant step in PWL’s continued national expansion, including the establishment of a PWL office in Vancouver, further strengthening its coast-to-coast platform.
With approximately $580 million in assets under management and a team of 10 professionals, MSC brings over five decades of experience serving individuals and families through a fiduciary, advice-first model.
Founded in 1972, MSC has long been recognized as one of the pioneers in financial advice in Canada, providing comprehensive planning and portfolio management with a longstanding commitment to objectivity, discipline, and client-first decision-making. The firm’s philosophy closely aligns with PWL’s belief that markets work, and good planning matters.
“This is an important step in our journey to build a truly national firm,” said Cameron Passmore, CEO of PWL Capital. “Over the past year, we’ve expanded our presence with amazing firms across the country including in Atlantic Canada with EB Wealth, and now, with MSC joining us in Vancouver, we are continuing to connect like-minded advisors from coast to coast.”
The addition of MSC enhances PWL’s ability to serve Canadians across key regions, bringing together firms that share a commitment to evidence-based investing, comprehensive planning, and long-term client outcomes.
“We are excited to join PWL and begin this next chapter together. Both firms share a deep commitment to thoughtful, client‑first financial planning, and this merger allows us to build on MSC’s strong history while accessing the expanded expertise and resources of PWL. “ said Ian Black from MSC, “Our clients can expect the same trusted relationships, now supported by an even stronger platform for the future,”
MSC’s team will be fully integrated into PWL Capital, ensuring continuity for clients while expanding access to PWL’s planning, research, and technology infrastructure.
This announcement reflects PWL’s continued momentum as it builds a coast-to-coast presence of like-minded advisory teams committed to raising the standard of financial advice in Canada. This announcement follows the recent acquisition of EB Wealth, Financial Wealth Builders, and TCM Financial Studios.
Founded in 1996 in Montreal, Canada, PWL is a retirement and wealth firm with over $7B in AUM that offers holistic, full-service wealth management expertise to Canadians. For over 30 years, PWL has offered wealth management services, integrated investment management, and financial planning services (tax, retirement and estate strategies) with offices across Canada. For more information, visit pwlcapital.com.
Portfolio Management and brokerage services are offered by PWL Capital Inc., which is regulated by Canadian Investment Regulatory Organization (CIRO), and is a member of the Canadian Investor Protection Fund (CIPF).
Financial planning and insurance products are offered by PWL Advisors Inc., and is regulated in Ontario by Financial Services Regulatory Authority of Ontario (FSRA) and in Quebec by the Autorité des marchés financiers (AMF). PWL Advisors Inc. is not a member of CIPF.
Founded in 1972 and based in Vancouver, Macdonald, Shymko & Company Ltd. (MSC) is a financial advisory firm providing comprehensive financial planning and portfolio management services. The firm has built a reputation for delivering independent, objective advice focused on helping clients build, preserve, and manage their wealth over the long term.
