About Us

Our Story

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.

Do What’s Right

We have a fiduciary duty to always to what’s right for our clients.

Exceptional Service

Our focus is providing you a high level of service helping you reach your goals

Evidence Based Decisions

Our commitment to evidence-based ideas is foundational to everything we do.

Meet Our Team

Meet Our Team

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.

Helping Canadians simplify their wealth.

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.

25+

Years Serving Canadians

1200+

Client Families

70+

Employees Ready to Serve You


Our Investment Philosophy

Our Investment Philosophy

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.

  • Don’t try to outguess the market
  • Resist chasing past performance
  • Let the markets work for you
  • Practice smart diversification
How do you determine the value you are getting?

How do you determine the value you are getting?

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:

  • 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.
Keeping Your Assets Safe

Keeping Your Assets Safe

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.)

Career Opportunities

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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Meet With Us

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