Acquisition signals expansion of PWL’s mission to reshape Canada’s independent advisory landscape.
Montreal, QC –November 3, 2025 – PWL Capital (PWL) has taken another major step in its coast-to-coast expansion with the acquisition of EB Wealth, a respected independent advisory firm based in Halifax, Nova Scotia.
With this move, PWL strengthens its presence in Atlantic Canada bringing its evidence-based investment philosophy and comprehensive financial planning expertise to more Canadians seeking unbiased advice.
“For nearly thirty years, PWL has built its reputation on a simple truth: markets work, and good planning matters,” said Cameron Passmore, CEO of PWL Capital. “In a country where much of the financial industry still relies on sales-driven advice, we believe Canadians deserve something better: advice grounded in evidence, guided by values, and delivered by people who put clients first. This expansion into Halifax helps us make that vision national.”
Led by Trevor Daigle and Brett Watt, EB Wealth has earned the trust of families, professionals, and entrepreneurs across the region by focusing on tailored, evidenced based long-term financial planning. Their emphasis on independence and transparency reflects the same values that have guided PWL for nearly three decades.
“We’ve always believed that financial planning should be personal and principled,” said Trevor Daigle at EB Wealth. “Joining PWL allows us to stay true to that philosophy while gaining the tools, research, and scale to offer even more value to our clients.”
The addition of EB Wealth follows PWL’s July 2025 acquisition of TCM Financial Studio in Regina, Saskatchewan. These two milestones reflect a broader initiative to unite like-minded independent firms and redefine what it means to be an independent wealth management firm in Canada.
Together, these partnerships signal the next phase of PWL’s long-term strategy: connecting exceptional independent teams under a shared mission to raise the standard of advice across the country.
As one of the few firms challenging the traditional bank-dominated advisory model, PWL continues to advocate for evidence-based investing, fiduciary responsibility, and client first wealth management for all Canadians.
Founded in 1996 in Montreal, Canada, PWL is an independent boutique retirement and wealth firm that offers holistic, full-service wealth management expertise to Canadians. For over 25 years, PWL has offered wealth management services, integrated investment management, and financial planning services (tax, retirement and estate strategies) with offices in Ottawa, Montreal, and Toronto. 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.
Founded in 2019, EB Wealth is a premier independent wealth management firm, forged from decades of proven collaboration and an unwavering commitment to elevating the client experience. Drawing on their successful partnership at a prior firm, the founders launched EB Wealth to pioneer a superior standard of personalized, transparent, and goals-driven financial planning—pursuing a better investment experience rooted in an evidence-based philosophy.
Headquartered in Halifax, Nova Scotia, EB Wealth delivers holistic wealth management that seamlessly integrates investment management strategies with comprehensive financial planning.
