Turns out, a lot people aren’t great at finding the goals that matter to them. With the help of an advisor, you can find the deeper goals that you want to achieve. We’ll use these goals as a north star for your financial plan.
Retirement can be an exciting thing to work towards, but can also come with some anxieties. We’re here to make sure you have the right funding amount ready so you can enjoy retirement to the fullest.
Your future plans might include buying a cottage or planning the ultimate luxury vacation. No matter what they might be, we can help include them in your long-term planning making sure you can enjoy today while saving for tomorrow.
Your plan is unique and tailored to what matters to you. Through ups and downs, our advisors are here to help guide you through any moment and update your plan as life happens.
Let’s get started today. Contact us to schedule your personal consultation and discover how we can help you achieve your financial goals.
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With so many different paths, it’s hard to chose one. That’s why we offer comprehensive financial modeling outlining a mass amount of different real world financial scenarios that might affect your financial plan.
Ensure that your wealth is preserved, protected, and passed on according to your wishes. Our advisors understand the importance of securing a legacy that supports your loved ones and reflects your values. We’ll work together to make sure that happens.
Every good plan has some protection. We’ll review your current situation and identify potential risks and come up with a plan on mitigating the impact they might post on your plan and loved ones.
Get to know more about how we help our clients. Download our free guide to learn about the services we provide and our investment philosophy.
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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.
If you can’t find the answers to your questions here, reach out to us and we will be happy to get back to you.
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 do not have a strict minimum investment requirement. We do find that we work best with clients who are in a strong position to build and maintain their financial goals, whether they already have significant assets or are accumulating them quickly. Our focus is on clients who are committed to long-term financial planning and value a disciplined, evidence-based approach.
Book a meeting with an advisor and let’s get to know each other.
