PWL Capital Partners with Money & Risk Inventory (MRI) to Transform Client Engagement and Risk Assessment
Montreal, QC/New York, NY – PWL Capital, a planning-focused wealth management firm managing $5 billion in assets for more than 2,300 client families, today announced a strategic partnership with the Money & Risk Inventory (MRI), an innovative series of tools that transforms how advisors assess and act upon client risk tolerance and financial psychology. Through the partnership, PWL advisors will gain access to several MRI products, enabling deeper client insights and more personalized planning.
“We are excited to partner with MRI to enhance our risk profiling toolset, setting our advisors up for success,” said Braden Warwick, Financial Planning Product Architect at PWL. “As a firm that grounds its decisions in data, partnering with MRI was a perfect fit. By combining our advisors’ expertise with MRI’s subject matter expertise, we’re enhancing how we serve clients by developing a thorough understanding of how clients perceive risk from the onset of the relationship.”
MRI’s unique approach transforms client conversations into opportunities for meaningful dialogue. By uncovering client behavioral biases, motivations, goals, along with their Comfort with Risk™, advisors can tailor strategies that not only grow wealth but also foster trust and long-term loyalty.
“The partnership with PWL Capital highlights how forward-thinking firms are using innovative approaches to risk and behavioral insights to set a new standard in client engagement,” said Dr. Charles Chaffin, co-founder of Money and Risk Inventory. “This partnership underscores that the heart of financial planning isn’t numbers, it’s people.”
About PWL Capital
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.
To learn more, please visit pwlcapital.com.
About Money & Risk Inventory (MRI)
The Money & Risk Inventory (MRI)™ is a breakthrough tool that redefines client risk tolerance and financial psychology. It integrates Comfort with Risk™, FOMO, readiness to act, and a range of client biases, behaviors, and perceptions, turning them into actionable insights for advisors. With a suite of evidence-based products designed for every stage of the client journey, from lead to prospect to long-term client, MRI™ empowers advisors to build deeper relationships more efficiently and at minimal cost. For more on MRI, visit www.MoneyandRiskInventory.com.
