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 * Services
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     * Financial Planning
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   * Rent vs Buy Calculator
     
     
     
     Introducing a Rent Vs Buy calculator that compares the relative cost of
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ENFR
Wealth management services


SIMPLIFYING WEALTH FOR CANADIANS

Schedule a Call






BUILD THE LIFE YOU WANT WITH THE GOALS THAT MATTER.

We offer holistic, full-service Wealth Management services to Canadians and
their families. Our team will help you cut through all the busy noise and help
find the financial goals that really matter to you. Reach out to us to today to
find out how we help make wealth simple.

25+


YEARS SERVING CANADIANS

1200+


CLIENT FAMILIES

$3B+


ASSETS UNDER MANAGEMENT

The Advice You Need


HOW WE HELP

 * Business Owners
 * Family Wealth Management
 * Doctors and Dentists
 * Entering Retirement
 * Surviving Spouses
 * Women & Wealth


BUSINESS OWNERS



Elevate your personal and business finances with integrated wealth management
services designed to streamline your success across all your ventures.



BOOK A MEETING WITH US



FAMILY WEALTH MANAGEMENT



Secure your family’s financial future with customized planning that grows with
you through every stage of life.



BOOK A MEETING WITH US



DOCTORS AND DENTISTS



We offer tailored Wealth management services for Canadian healthcare
professionals. We can help understand and maximize your unique financial
opportunities with strategies that align with your demanding career and personal
life.



LEARN MORE



ENTERING RETIREMENT



Transition smoothly into retirement with strategies that protect your wealth and
ensure you enjoy your hard-earned years to the fullest.



BOOK A MEETING WITH US



SURVIVING SPOUSES



We provide compassionate, empathic planning and investment services for
surviving spouses. Receive supportive, thoughtful financial guidance that helps
you manage and protect your wealth during challenging times.



BOOK A MEETING WITH US



WOMEN & WEALTH



Leverage your professional success into lasting financial security with bespoke
wealth management that matches the scale of your ambitions.



BOOK A MEETING WITH US



RENT VS BUY CALCULATOR

Introducing a Rent Vs Buy calculator that compares the relative cost of renting
and owning. Project the after-tax net worth of a real estate purchase and the
after-tax net worth of an equivalent renter’s investment portfolio side-by-side.

View Calculator



FEATURED INSIGHTS & RESOURCES

 * Rational Reminder Podcast


EPISODE 329 – OPTIMAL EDUCATION SAVINGS, WITHDRAWALS, AND ASSET ALLOCATION

Read More

 * Articles

The biggest risk to your retirement might not be what you think

Read More
 * Rational Reminder Podcast

Episode 328 – Prof. Stephen R. Foerster: Pursuing the Perfect Portfolio

Read More
 * Rational Reminder Podcast

Episode 327 – Building Better Portfolios with Don Calcagni

Read More


MEET OUR TEAM

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.

MEET OUR TEAM Become a Client


OUR SERVICES


FINANCIAL PLANNING

Plan for your future with our holistic 360° planning services. Our advisors work
with you to create a detailed, personalized strategy that encompasses all of
your goals so when you retire it’s on your terms and timetable.

Read More


PORTFOLIO MANAGEMENT

Unlock the full potential of your investments with our expert portfolio
management services. We’ll craft a personalized investment strategy that aligns
perfectly with your financial goals, adjusting to market changes to keep your
future secure and bright.

Read More


FINANCIAL WELLNESS COACHING

Financial advice isn’t just numbers, it’s also about your unique circumstances
and personal goals. Any destination might encounter some bumps along the way,
but we’ll make sure you have the right guidance to get you there.

Read More
Let’s Get Started


SCHEDULE A CALL WITH A PWL CAPITAL ADVISOR FOR A FREE FINANCIAL REVIEW.

Book a Call
Let’s Get Started


SCHEDULE A CALL WITH A PWL CAPITAL ADVISOR FOR A FREE FINANCIAL REVIEW.

Book a Call


WHEN CAN YOU RETIRE?

Figuring out how much you need to retire is essential for making sure you can
relax and enjoy your future. We can help find your magic number to live the life
you’ve always wanted without any financial worries.

Schedule a Call



YOU'VE GOT QUESTIONS? WE HAVE THE ANSWERS.

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.

What are PWL Capital's fiduciary duties?

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.

Who does PWL Capital work with?

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.

What is PWL Capital Wealth Management Philosophy?

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.

Is PWL Capital an independent firm?

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.

What are “Investable Assets”?

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.

What is the minimum amount of investable assets needed to work with PWL?

We do not have a strict minimum investment requirement. We do find that we work
best with clients who are in a strong position to build and maintain their
financial goals, whether they already have significant assets or are
accumulating them quickly. Our focus is on clients who are committed to
long-term financial planning and value a disciplined, evidence-based approach.

Book a meeting with an advisor and let’s get to know each other.


`


Portfolio Management and brokerage services are offered by PWL Capital Inc.,
which is regulated by Canadian Investment Regulatory Organization (CIRO), and is
a member of the Canadian Investor Protection Fund (CIPF).

Financial planning and insurance products are offered by PWL Advisors Inc., and
is regulated in Ontario by Financial Services Regulatory Authority of Ontario
(FSRA) and in Quebec by the Autorité des marchés financiers (AMF). PWL Advisors
Inc. is not a member of CIPF.


MEET WITH US
SERVICES
 * Financial Planning
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 * Financial Wellness Coaching

ABOUT
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 * Careers
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Province * ProvinceAlbertaBritish ColumbiaManitobaNew BrunswickNewfoundland and
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How much are you looking to have managed? Under $250,000Under $250,000$250,000 -
$500,000$500,000 - $1,000,000$1,000,000 - $3,000,000$3,000,000 -
$5,000,000$5,000,000 - $10,000,000$10,000,000 +Prefer not to disclose Under
$250,000
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 * Province
 * Alberta
 * British Columbia
 * Manitoba
 * New Brunswick
 * Newfoundland and Labrador
 * Northwest Territories
 * Nova Scotia
 * Nunavut
 * Ontario
 * Prince Edward Island
 * Quebec
 * Saskatchewan
 * Yukon

 * Under $250,000
 * Under $250,000
 * $250,000 - $500,000
 * $500,000 - $1,000,000
 * $1,000,000 - $3,000,000
 * $3,000,000 - $5,000,000
 * $5,000,000 - $10,000,000
 * $10,000,000 +
 * Prefer not to disclose