FAQ

PWL Capital has a fiduciary duty to its clients, which means we have a legal responsibility to always act in your best interests. We take that responsibility very seriously.

We focus on understanding our clients’ unique circumstances and aspirations and offer the most appropriate solutions at all times.

We work with clients all over Canada.

PWL Capital is honored to work with well over a thousand Canadian families coast to coast. Whether you’re a entrepreneur, business leader, medical professional, close to/ are in retirement, or anything in between, our advisors can help you fund the life you want.

We assist clients in finding and funding a good life. Our portfolio management philosophy relies on academic research that demonstrates that markets are efficient and that prices reflect all available information.

The best way to capture what the markets offer is to have a low-cost, broadly diversified portfolio that matches your risk tolerance.

Yes! PWL Capital was founded in 1996 as an independent firm and has remained so ever since. This independence means that we can serve you without outside influence or pressure.

Our employees are our shareholders. Together, we developed a hundred-year ownership vision that ensures we will remain fiercely independent and continue to provide conflict-free financial advice and portfolio management services to our clients.

The term ‘Investable Assets’ includes all liquid and near-liquid assets, including brokerage accounts, retirement accounts, RRSPs, TFSAs, trusts, etc.

It does not include the value of your home, properties, equity in a business, etc. They represent assets we can invest in on your behalf.

We don’t have a limit. We work with all different clients and their families in various financial situations. What matters to us is if we are the right fit through investment philosophy and values.

Book a meeting with an advisor and let’s get to know each other.