The market is an effective information processing machine. Each day, the world equity markets process billions of dollars in trades between buyers and sellers, and the real-time information they bring helps set prices. Our portfolios use this information to target stocks and bonds with higher expected returns.
Capturing the expected returns that the market has to offer requires broad diversification across companies, sectors, and regions. It is not possible to predict which subset of securities will perform well over any period. Our portfolios contain thousands of securities across 48 countries.
Traditional portfolio management techniques that aim to beat the market are often hampered by tax inefficiency due to high portfolio turnover. We take a systematic approach that improves tax efficiency by limiting the need for frequent trading.
Fees and other costs are some of the best predictors of future investment performance. When selecting financial products for portfolio construction, we aim to keep costs as low as possible so that you keep more of your investment returns.
Discover how tailored portfolio management can make a difference in your financial life. Reach out to PWL Capital today and let us help you optimize your investment strategy.
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Our investment philosophy represents the best ideas in finance. We take a scientific approach guided by the top minds in financial economics.
Learn more about our services in our Finding and Funding brochure.
Each PWL client has a dedicated team who works with them to understand their situation and goals before making a portfolio recommendation. Portfolio management is one aspect of a financial plan, and our portfolio advice is always a piece of a larger puzzle.
A big advantage to this approach is that it is tax efficient and can open the door for more ways to optimize your returns.
Take the first step towards researched-backed personalized portfolio management. Reach out to us to learn how we can work together in building the future you want.
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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.
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 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.
