Find what really matters to you by following our Goal Setting survey. This three part process will help you uncover goals you might not know are the ones you are really after.
Education and learning is ingrained in our culture. We’ll share our financial knowledge to help you and your loved ones become comfortable with financial literacy.
Wealth can bring new complex challenges and issues that might be difficult to navigate. Working with a wealth psychologist can help you make decisions that align with your values and personal mission.
No financial decision can be too big or too small to make an emotional impact. Our advisors are here to help guide you through any financial decision from buying a new car to gifting money to family and friends.
Take control of your financial future today. Book a call with us to discover how our holistic wealth management services can transform your financial life.
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A financial planner will often start client interactions by asking “what are your goals?” and then building a financial plan to achieve those goals. Setting financial goals is effectively the process of defining a good life for yourself. Defining and prioritizing your goals can be a valuable exercise.
Financial knowledge can be powerful when faced with different situations. Expanding your financial literacy is a great investment for your and your loved ones. A great place to get started is to understand how happiness plays a role in your financial life.
Read more in our white paper Finding and Funding a Good Life.
When faced with making a financial decision, you want to be as informed as possible before making that decision. Our research team has create useful tool, like our Rent VS Buy calculator, to help you see the different options before you.
Want an expert to weigh in? Our advisors can work through different scenarios to see what makes the most sense for you.
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 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.
