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Submitted URL: http://pwlcapital.com/
Effective URL: https://www.pwlcapital.com/
Submission: On December 15 via api from US — Scanned from DE
Effective URL: https://www.pwlcapital.com/
Submission: On December 15 via api from US — Scanned from DE
Form analysis 2 forms found in the DOM
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</form>GET https://www.pwlcapital.com/
<form class="uk-search uk-search-large" role="search" method="get" id="searchform" action="https://www.pwlcapital.com/">
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</form>Text Content
* pwlcapital.com
* FR
* Client Login
* PWL Wealth Centre
* NBIN My Portfolio +
PWL Capital
* Ideas & Insights
* Meet the Capital Team
* PWL Advisor Teams
* PWL Capital Team
* Bender, Bender & Bortolotti Team
* Peter Guay Team
* Parkyn – Doyon La Rochelle Team
* Resources & Documents
* What We Do
* Portfolio Management
* Financial Planning
* Who We Are
* Our Story
* Board of Directors and Management Team
* Careers
* Governance & Internal Controls
* Compliance
* Safe-Keeping your Assets
* Contact Us
* PWL Capital Team
* Bender, Bender & Bortolotti Team
* Peter Guay Team
* Parkyn, Doyon La Rochelle Team
*
SIMPLIFYING WEALTH FOR CANADIANS
Helping you frame financial decisions through the lens of living a good life
Get in touch today
Artboard 1
IIROC AdvisorReport
MEET OUR CLIENT RELATIONSHIP TEAM
We offer comprehensive Wealth Management services to Canadians. The PWL Capital
team can help you achieve your financial goals. Contact us for more information.
* BEN WILSON
ADVISOR SERVICES LEAD, ASSOCIATE PORTFOLIO MANAGER, CFP®, CIM®
PWL Capital Team
Learn more
* JACLYN CECEREU
FINANCIAL PLANNER, INVESTMENT ADVISOR, CFP®, BCOMM.
PWL Capital Team
Learn more
* JORDAN TARASOFF
FINANCIAL PLANNER, ASSOCIATE PORTFOLIO MANAGER, CFA, CFP®, CIM®, CIWM, CLU
PWL Capital Team
Learn more
* BRADY PLUNKETT
PORTFOLIO MANAGER CIM®, CFP®
PWL Capital Team
Learn more
* PHILLIP BRIGGS
ASSOCIATE PORTFOLIO MANAGER, FINANCIAL PLANNER CFP®, CIM®
PWL Capital Team
Learn more
* MELISSA LAURSEN
FINANCIAL PLANNING ASSOCIATE, INVESTMENT ADVISOR QAFP™
PWL Capital Team
* JORDAN CARTER
FINANCIAL PLANNING ASSOCIATE, INVESTMENT ADVISOR
PWL Capital Team
* MATHIEU HUNEAULT
FINANCIAL PLANNING ASSOCIATE, INVESTMENT ADVISOR
PWL Capital Team
* CADENCE BERRY
PROJECT SUPPORT OFFICER
PWL Capital Team
* KELLY THOMAS
FINANCIAL PLANNING ASSOCIATE, INVESTMENT ADVISOR
PWL Capital Team
* MARK MCGRATH
FINANCIAL PLANNER, ASSOCIATE PORTFOLIO MANAGER, CFP®, CIM®, CLU
PWL Capital Team
* LOUAI BIBI
FINANCIAL PLANNING ASSOCIATE
PWL Capital Team
* JOEL BARWICK
FINANCIAL PLANNING ASSOCIATE, CFP®
PWL Capital Team
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LATEST IDEAS & INSIGHTS
EPISODE 283: WHEN VOLATILITY IS RISK, AND INTRODUCING THE MONEY SCOPE PODCAST
Dec 14, 2023
Personal Wealth
EPISODE 282: DR. JIM GRUBMAN: THE PSYCHOLOGY OF WEALTH
Dec 7, 2023
Personal Wealth
EPISODE 281: LIFECYCLE ASSET ALLOCATION, AND RETIRING SUCCESSFULLY WITH JUSTIN
KING
Nov 30, 2023
Personal Wealth
EPISODE 280: SHANE PARRISH: CLEAR THINKING IN EVERYDAY LIFE
Nov 23, 2023
Personal Wealth
EPISODE 279: STOCK RETURNS IN RECESSIONS, AND FSRA’S APPROACH TO REGULATION
Nov 16, 2023
Personal Wealth
TWELVE OBSERVATIONS ABOUT THE BIG CANADIAN PENSION MANAGERS AND EIGHT TAKEAWAYS
FOR INDIVIDUAL INVESTORS
Nov 9, 2023
Personal Wealth
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MODEL PORTFOLIO
For illustration purposes only. Actual client portfolios may differ. As of
November 30, 2023.
* 40% Stocks - 60% Bonds
* 50% Stocks - 50% Bonds
* 60% Stocks - 40% Bonds
* 70% Stocks - 30% Bonds
* 80% Stocks - 20% Bonds
* 100% Stocks - 0% Bonds
* Model Portfolio Performance 40% Stocks - 60% Bonds YTD Return 6.47% 1-Year
Total Return 4.71% 3-Year Annualized Return 2.62% 5-Year Annualized Return
4.01% 10-Year Annualized Return 4.19% 20-Year Annualized Return 4.99% Worst
Drawdown (05/2007-02/2009) -18.90% Drawdown - Time to Recovery (from the
bottom) 11 months 20-Year Annualized Standard Deviation 5.82%
* Model Portfolio Performance 50% Stocks - 50% Bonds YTD Return 7.07% 1-Year
Total Return 4.88% 3-Year Annualized Return 3.74% 5-Year Annualized Return
4.84% 10-Year Annualized Return 4.87% 20-Year Annualized Return 5.52% Worst
Drawdown (05/2007-02/2009) -24.70% Drawdown - Time to Recovery (from the
bottom) 14 months 20-Year Annualized Standard Deviation 7.05%
* Model Portfolio Performance 60% Stocks - 40% Bonds YTD Return 7.65% 1-Year
Total Return 5.02% 3-Year Annualized Return 4.84% 5-Year Annualized Return
5.61% 10-Year Annualized Return 5.51% 20-Year Annualized Return 6.06% Worst
Drawdown (05/2007-02/2009) -30.10% Drawdown - Time to Recovery (from the
bottom) 20 months 20-Year Annualized Standard Deviation 8.26%
* Model Portfolio Performance 70% Stocks - 30% Bonds YTD Return 8.20% 1-Year
Total Return 5.18% 3-Year Annualized Return 5.92% 5-Year Annualized Return
6.33% 10-Year Annualized Return 6.24% 20-Year Annualized Return 6.58% Worst
Drawdown (05/2007-02/2009) -35.10% Drawdown - Time to Recovery (from the
bottom) 23 months 20-Year Annualized Standard Deviation 9.51%
* Model Portfolio Performance 80% Stocks - 20% Bonds YTD Return 8.77% 1-Year
Total Return 5.33% 3-Year Annualized Return 7.06% 5-Year Annualized Return
7.09% 10-Year Annualized Return 6.74% 20-Year Annualized Return 7.01% Worst
Drawdown (05/2007-02/2009) -39.80% Drawdown - Time to Recovery (from the
bottom) 24 months 20-Year Annualized Standard Deviation 10.76%
* Model Portfolio Performance 100% Stocks - 0% Bonds YTD Return 9.95% 1-Year
Total Return 5.74% 3-Year Annualized Return 9.71% 5-Year Annualized Return
8.59% 10-Year Annualized Return 7.95% 20-Year Annualized Return 7.96% Worst
Drawdown (05/2007-02/2009) -48.00% Drawdown - Time to Recovery (from the
bottom) 48 months 20-Year Annualized Standard Deviation 13.23%
View Capital Team – Dimensional Global Portfolios – November, 2023
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MARKET STATISTICS – NOVEMBER 2023
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MARKET STATISTICS – OCTOBER 2023
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MARKET STATISTICS – SEPTEMBER 2023
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PERMANENT LIFE INSURANCE
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Insurance is a financial contract designed to transfer risk from an
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FINANCIAL PLANNING ASSUMPTIONS FOR MARKET-CAP WEIGHTED & FACTOR-TILTED
PORTFOLIOS (METHODOLOGY GUIDE)
Published: August 3, 2023
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FINANCIAL PLANNING ASSUMPTIONS (FACTOR-TILTED PORTFOLIO)
Published: July 31, 2023
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FINANCIAL PLANNING ASSUMPTIONS (MARKET CAPITALIZATION WEIGHTED PORTFOLIO)
Published: July 31, 2023
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OPTIMAL COMPENSATION, SAVING, AND CONSUMPTION FOR OWNERS OF CANADIAN
CONTROLLED PRIVATE CORPORATIONS
Published: April 27, 2023
The optimal compensation structure for individuals with a corporation
residing in Ontario was investigated in terms of sustainable spending and
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* * CAPITAL TEAM – DIMENSIONAL GLOBAL PORTFOLIOS – NOVEMBER, 2023
* CAPITAL TEAM – DIMENSIONAL GLOBAL PORTFOLIOS – OCTOBER, 2023
* CAPITAL TEAM – DIMENSIONAL GLOBAL PORTFOLIOS – SEPTEMBER, 2023
* CAPITAL TEAM – DIMENSIONAL GLOBAL PORTFOLIOS – AUGUST, 2023
* CAPITAL TEAM – DIMENSIONAL GLOBAL PORTFOLIOS – JULY, 2023
* CAPITAL TEAM – DIMENSIONAL GLOBAL PORTFOLIOS – NOVEMBER, 2023
Published: December 12, 2023
This document provides the performance data for Dimensional Global
Portfolios for November 30, as compiled by the Capital Team. For
illustration purposes only. Actual client portfolios may be […]
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* CAPITAL TEAM – DIMENSIONAL GLOBAL PORTFOLIOS – OCTOBER, 2023
Published: November 15, 2023
This document provides the performance data for Dimensional Global
Portfolios for October 31, as compiled by the Capital Team. For
illustration purposes only. Actual client portfolios may be […]
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* CAPITAL TEAM – DIMENSIONAL GLOBAL PORTFOLIOS – SEPTEMBER, 2023
Published: October 17, 2023
This document provides the performance data for Dimensional Global
Portfolios for September 30, as compiled by the Capital Team. For
illustration purposes only. Actual client portfolios may be […]
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* CAPITAL TEAM – DIMENSIONAL GLOBAL PORTFOLIOS – AUGUST, 2023
Published: September 12, 2023
This document provides the performance data for Dimensional Global
Portfolios for August 31, as compiled by the Capital Team. For
illustration purposes only. Actual client portfolios may be […]
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* CAPITAL TEAM – DIMENSIONAL GLOBAL PORTFOLIOS – JULY, 2023
Published: August 16, 2023
This document provides the performance data for Dimensional Global
Portfolios for July 31, as compiled by the Capital Team. For illustration
purposes only. Actual client portfolios may be […]
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* Capital Team – Dimensional Global Portfolios – November, 2023
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* TRANSACTION AND ADMINSTRATION FEES
Published: December 7, 2023
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* STRIP BOND INFORMATION STATEMENT BROCHURES
Published: November 7, 2023
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* YOUR 2022 TAX RETURN – TAX REPORTING INFORMATION
Published: December 2, 2022
To help you complete your income tax return, the following document is an
overview of the most common Canadian tax slips.
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* HISA INFORMATION
Published: November 2, 2022
The release of the Bill C-86 which introduced sweeping changes to the Bank
Act’s consumer protection framework, involving key amendments related to
selling practices and […]
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* Personal Wealth
THE SAFE-KEEPING OF YOUR ASSETS
Published: October 30, 2020
PWL Capital is structured such that all your assets are held in accounts
in your name by our carrying broker, National Bank Independent Network.
When you deposit money to your accounts, the cheque is made out to NBIN,
never PWL. Any movements of funds or securities in or out of your accounts
can only be executed with your written authorization.
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SUMMARY
To help you complete your income tax return, the following document is an
overview of the most common Canadian tax slips.
Learn More
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* The Safe-Keeping of your Assets
SUMMARY
PWL Capital is structured such that all your assets are held in accounts
in your name by our carrying broker, National Bank Independent Network.
When you deposit money to your accounts, the cheque is made out to NBIN,
never PWL. Any movements of funds or securities in or out of your accounts
can only be executed with your written authorization.
Learn More
* * STRIP BOND INFORMATION STATEMENT BROCHURES
* HISA INFORMATION
* STRIP BOND INFORMATION STATEMENT BROCHURES
Published: November 7, 2023
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* HISA INFORMATION
Published: November 2, 2022
The release of the Bill C-86 which introduced sweeping changes to the Bank
Act’s consumer protection framework, involving key amendments related to
selling practices and […]
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