Our Story When we founded PWL Capital in 1996, we wanted to offer Canadian families like yours a better experience of wealth management. We created an innovative boutique that offers a personable and sophisticated approach that's completely centered on your goals. Since then, we have been extremely gratified to see so many of you discover how simple and personable wealth management can be. And even more importantly, realize that your cherished goals are truly within reach. So how do you determine the value you are getting? In a fast-paced world, more and more investors are looking for value everywhere; out of their investments, out of their time, but also out of the financial advice they receive. The rise of evidence-based investing confirms the central role that great financial advice plays in providing value over the long-term, particularly when the seas get a bit choppy. Sound financial planning is the direct result of the trust and relationship established between you and your advisor, together committed to a solid financial roadmap that evolves to fulfill your needs and aspirations. We are proud of the value we deliver each and every day. We are looking after the financial wellbeing of discerning Canadian investors like you, by: Helping you plan every aspect of your financial life; Providing long-term and historical perspective on the markets; Delivering behavioural coaching in order to help you make the best decisions. We believe in providing you with the four Cs: Competence, Coaching, Continuity and Convenience to benefit you, your family and your legacy for future generations. At PWL Capital, our focus is simple: we do what's right for you, each and every day. In return clients like you have rewarded us with more than two decades of trust, loyalty and respect. Financial Planning Using our successful evidence-based investing philosophy, our teams can maximize the return on your investment portfolio. Portfolio Management Using our successful evidence-based investing philosophy, our teams can maximize the return on your investment portfolio. Ottawa PWL Capital +1 613 237-5544 +1 800 230-5544 +1 613 237-5949 Address 265 Carling Avenue 8th Floor Ottawa K1S 2E1 ON CA Toronto PWL Capital +1 416 203-0067 +1 866 242-0203 +1 416 203-0544 Address 8 Wellington Street East 3rd Floor Toronto M5E 1C5 Ontario CA Montreal PWL Capital +1 514 875-7566 +1 800 875-7566 +1 514 875-9611 Address 3400 de Maisonneuve Ouest Suite 1501 Montreal H3Z 3B8 Quebec CA
Financial Planning Using our successful evidence-based investing philosophy, our teams can maximize the return on your investment portfolio.
Portfolio Management Using our successful evidence-based investing philosophy, our teams can maximize the return on your investment portfolio.