Firm celebrates three decades of changing the Canadian financial landscape alongside introducing its new branding as PWL Capital, A OneDigital Company.
FOR IMMEDIATE RELEASE
Montreal, QC – February 2, 2026 — PWL Capital, one of Canada’s leading evidence-based wealth management firms, is proud to celebrate its 30th anniversary in 2026. Marking three decades of academic investing, financial planning leadership, and advisor-led service across Canada, the firm is introducing the next evolution of its brand: PWL Capital, A OneDigital Company.
Founded in 1996, PWL Capital has grown from a boutique advisory practice into a national firm recognized for expanding evidence-based investing to Canadian households. Over the past three decades, PWL has established a reputation for clarity, transparency, and a commitment to the long-term financial well-being of its clients.
“As we enter our 30th year, our mission remains what it has always been: to provide Canadians with disciplined, evidence-based financial advice they can trust,” said Cameron Passmore, CEO of PWL Capital. “This milestone is a moment to reflect on our history and to strengthen the foundation for our next 30 years.”
A key part of that long-term strategy is the firm’s partnership with OneDigital. In recognition of the values alignment and our shared vision to expand nationally that this partnership brings, PWL is introducing a refreshed co-brand: PWL Capital, A OneDigital Company.
“The co-brand reflects how we’re choosing to grow,” Passmore added. “OneDigital gives us the scale take do what we do best; bring evidence-based advice and trusted relationships to more Canadians, accelerating our impact coast to coast, and deliver a more personalized, higher-quality experience than large financial institutions.”
Over 30 years, PWL Capital has become known for:
The updated co-brand will begin appearing across PWL’s website, communications, and social channels as of January 26. The firm emphasized that clients will continue to work with the same advisor teams and that PWL’s investment approach remains fully intact.
Founded in 1996 in Montreal, Canada, PWL is an independent 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 across Canada. 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.
Media Contact:
Angelica Montagano
Head of Brand Experience
PWL Capital
(514) 875-7566 #238
amontagano@pwlcapital.com
