Since 1996, we’ve held the belief that our clients’ interests should always come first. We created an innovative boutique that offers a personable and sophisticated approach that’s completely centered on your goals. Our commitment to evidence-based ideas and excellent client service is foundational to everything we do. We use the latest academic research and modern technology to create better outcomes for families we partner with.
We have a fiduciary duty to always to what’s right for our clients.
Our focus is providing you a high level of service helping you reach your goals
Our commitment to evidence-based ideas is foundational to everything we do.
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.
We offer holistic, full-service Wealth Management expertise to Canadians and their families. Our team will help you cut through all the busy noise and find your financial goals that really matter. Reach out to us to today to find out how we help make wealth simple.
Our investment philosophy is grounded in decades of empirical evidence. We take a less subjective, more systematic approach to investing in order to deliver the best service to our clients.
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. 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:
PWL Capital is structured such that all your assets are held in accounts in your name by our carrying broker, National Bank Independent Network. PWL Capital and our Investment Advisors are registered and regulated by the Canadian Investment Regulatory Organization (CIRO). By virtue of our registration with the CIRO, we are also subject to the oversight of the provincial regulatory bodies (e.g.: Autorité des Marchés Financiers (AMF) in Quebec or the Ontario Securities Commission (OSC) in Ontario.)
Unlock your potential with a rewarding career in wealth management. Click here to explore exciting opportunities and start your journey at PWL Capital.
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