PWL Capital enjoys strategic relationships with a number of firms that assist our advisors in executing our investment approach with great confidence, precision, and efficiency. These include: Morningstar Inc., a US-based firm renowned for independent thought leadership in investment research and asset-class investing. Dimensional Fund Advisors Canada Inc., the Canadian subsidiary of the world leader in institutional-grade asset-class investment funds, based in Austin, Texas. Dimensional provides PWL Capital with fundamental research in asset-class investing. Exchange-Traded Funds are investment vehicles that are used to build low-cost, tax-efficient portfolios. PWL Capital uses ETFs (BlackRock, Vanguard, State Street) to gain exposure to certain asset classes and reduce portfolio risk through broad global diversification. BlackRock also provides PWL Capital with fundamental research in asset-class investing. Business Partners Banker: National Bank of Canada Auditors: RSM Richter Lawyers: Spiegel Sohmer PWL Advisors Inc. Disclaimer PWL Advisors Inc. is an affiliate company to PWL Capital Inc. PWL Advisors Inc. provides financial planning and other related services to clients of PWL Capital Inc. Both entities are wholly owned by PWL Gestion Inc. Financial Planning Using our successful evidence-based investing philosophy, our teams can maximize the return on your investment portfolio. Portfolio Management Using our successful evidence-based investing philosophy, our teams can maximize the return on your investment portfolio. Ottawa PWL Capital +1 613 237-5544 +1 800 230-5544 +1 613 237-5949 Address 265 Carling Avenue 8th Floor Ottawa K1S 2E1 ON CA Toronto PWL Capital +1 416 203-0067 +1 866 242-0203 +1 416 203-0544 Address 8 Wellington Street East 3rd Floor Toronto M5E 1C5 Ontario CA Montreal PWL Capital +1 514 875-7566 +1 800 875-7566 +1 514 875-9611 Address 3400 de Maisonneuve Ouest Suite 1501 Montreal H3Z 3B8 Quebec CA
Financial Planning Using our successful evidence-based investing philosophy, our teams can maximize the return on your investment portfolio.
Portfolio Management Using our successful evidence-based investing philosophy, our teams can maximize the return on your investment portfolio.