About Us

Our Story

Since 1996, we’ve held the belief that our clients’ interests should always come first. We created an innovative boutique that offers a personable and sophisticated approach that’s completely centered on your goals. Our commitment to evidence-based ideas and excellent client service is foundational to everything we do. We use the latest academic research and modern technology to create better outcomes for families we partner with.

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Our Investment Philosophy

Our Investment Philosophy

Our investment philosophy is grounded in decades of empirical evidence. We take a less subjective, more systematic approach to investing in order to deliver the best service to our clients.

  • Don’t try to outguess the market
  • Resist chasing past performance
  • Let the markets work for you
  • Practice smart diversification
How do you determine the value you are getting?

How do you determine the value you are getting?

The rise of evidence-based investing confirms the central role that great financial advice plays in providing value over the long-term, particularly when the seas get a bit choppy. Sound financial planning is the direct result of the trust and relationship established between you and your advisor. We are proud of the value we deliver each and every day. We are looking after the financial wellbeing of discerning Canadian investors like you, by:

  • Helping you plan every aspect of your financial life;
  • Providing long-term and historical perspective on the markets;
  • Delivering behavioural coaching in order to help you make the best decisions.
Keeping Your Assets Safe

Keeping Your Assets Safe

PWL Capital is structured such that all your assets are held in accounts in your name by our carrying broker, National Bank Independent Network. PWL Capital and our Investment Advisors are registered and regulated by the Canadian Investment Regulatory Organization (CIRO). By virtue of our registration with the CIRO, we are also subject to the oversight of the provincial regulatory bodies (e.g.: Autorité des Marchés Financiers (AMF) in Quebec or the Ontario Securities Commission (OSC) in Ontario.)

Meet Our Team

Get to know our advisors that make a difference in our clients’ lives

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