Strategic addition strengthens PWL’s growing West Coast footprint following recent Macdonald, Shymko & Company integration
Left to right: Alberto Gordo, Philippe Casarotto, Ben Wilson, Graham Bodel, Alexa Bodel, Matt Gour, Tessa McGirr
Montreal, QC – May 4, 2026 — PWL Capital (PWL) today announced that Chalten Fee-Only Advisors Ltd., a Vancouver-based portfolio management and financial planning firm, has joined PWL Capital. This acquisition further strengthens PWL’s presence in British Columbia, building on the firm’s recent expansion into the region through Macdonald, Shymko & Company Ltd..
Chalten Fee-Only Advisors is known to provide independent, financial planning and investment management services to professionals and their families. The firm has a strong belief in its client-first approach, delivering advice free from product conflicts and grounded in an evidence-based investment philosophy.
“This is an exciting step in deepening our presence in Vancouver with another highly aligned team,” said Cameron Passmore, CEO of PWL Capital. “Chalten shares our belief that markets work and that thoughtful financial planning plays a critical role in helping clients live better lives. Bringing together like-minded teams allows us to continue raising the standard of advice across Canada.”
The addition of Chalten comes shortly after PWL established its Vancouver office through the integration of Macdonald, Shymko & Company, a firm with more than five decades of experience and a long-standing reputation for fiduciary advice. Together, these additions mark a significant step in building a strong West Coast hub for PWL’s national platform.
“We’re excited to join PWL and continue serving our clients with the same independence and care they’ve come to expect,” said Alexa and Graham Bodel at Chalten Fee-Only Advisors. “PWL’s planning-first philosophy and evidence-based approach closely mirror our own, and this partnership allows us to expand the depth of resources and expertise available to our clients while staying true to our core values.”
This announcement reflects PWL’s continued momentum as it builds a coast-to-coast firm of like-minded advisory teams uniting under one brand with a shared commitment to evidence-based investing, comprehensive financial planning, and client-first decision-making.
Founded in 1996 in Montreal, Canada, PWL is an independent 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.
Chalten Fee-Only Advisors Ltd. is a Vancouver-based portfolio management and financial planning firm providing independent advice to professionals and their families. The founders are Alexa and Graham Bodel, a married couple with extensive global experience and knowledge of the finance and investment industry. The firm delivers evidence-based investment strategies and comprehensive planning services.
