Being an incorporated individual opens the door the different compensation models. This also brings up a lot of questions. We can help determine the best method for you.
Identifying your goals is the first step in any financial plan. We will harmonize your financial and non-financial objectives in a personalized holistic 360° plan made just for you.
Let’s find the right corporate structure for you and your practice to promote tax efficient planning and protect you from business related risks.
Just graduating? Work with an advisor to prepare for your new profession while managing the acquired debt during your education years and learn where to put your hard earned dollars.
Elevate your financial strategy with a team that understands the nuances of your profession. Schedule a financial check-up with an advisor today.
Book a Call With Us
You’re ready to start your new career but not sure where to start when it comes to debt, tax strategies, or managing your new income potential. We can give you guidance and clarity on:
Running a practice can have you focused on so many things at once. We work with our external partners to synchronize all of your focus points into one financial plan that helps you focus on the things that really matter.
Having a plan for the off-ramp to retirement can make it a seamless and smooth ride. Working with an advisor can have it mapped out years ahead so you’re ready to enjoy the next phase in your journey.
Learn more about our specialized wealth management planning services designed just for Canadian dental and medical practitioners. Get in touch with an advisor today.
Get In Touch
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.
Check our FAQs for common questions. If you can’t find what you’re looking for, reach out to us and we will be happy to respond.
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.
