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Text Content

 * pwlcapital.com
 * FR
 * Client Login
    * PWL Wealth Centre
    * NBIN My Portfolio +

PWL Capital
 * Ideas & Insights
 * Our Team
 * PWL Advisor Teams
    * Bender, Bender & Bortolotti Team
    * Peter Guay Team
    * Parkyn – Doyon La Rochelle Team
    * Westmacott & Daley

 * 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
    * Capital Team
    * Bender, Bender & Bortolotti Team
    * Peter Guay Team
    * Parkyn, Doyon La Rochelle Team
    * Westmacott & Daley Team

 * 






FINDING AND FUNDING GOOD LIVES FOR CANADIANS

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MEET OUR CLIENT RELATIONSHIP TEAM

We offer comprehensive wealth management services to Canadian investors. 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®
   
   Capital Team
   Learn more


 * JACLYN CECEREU
   
   FINANCIAL PLANNER, INVESTMENT ADVISOR, CFP®, BCOMM.
   
   Capital Team
   Learn more


 * JORDAN TARASOFF
   
   FINANCIAL PLANNER, INVESTMENT ADVISOR, CFP®, CIM®, CIWM, CLU
   
   Capital Team
   Learn more


 * BRADY PLUNKETT
   
   CIM®, CFP®, PORTFOLIO MANAGER
   
   Capital Team
   Learn more


 * PHILLIP BRIGGS
   
   FINANCIAL PLANNER, INVESTMENT ADVISOR, CFP®
   
   Capital Team


 * CHERYL GILLIES
   
   CIM®, PORTFOLIO MANAGER, CLIENT SERVICE SPECIALIST
   
   Capital Team
   Learn more


 * MATHIEU HUNEAULT
   
   FINANCIAL PLANNING ASSOCIATE
   
   Capital Team


 * JORDAN CARTER
   
   CFA, CIM®, FINANCIAL PLANNING ASSOCIATE
   
   Capital Team


 * MATTHEW GOUR
   
   PRIVATE SERVICES LEAD, PORTFOLIO MANAGER, CFP®, CIM®
   
   Capital Team
   Learn more


 * LUKAS FLECK
   
   CIM®, SR. WEALTH MANAGEMENT ANALYST, INVESTMENT ADVISOR
   
   Capital Team


 * ROBERT LITTLE
   
   CIM®, SR. INVESTMENT ANALYST - FAMILY OFFICE SERVICES, INVESTMENT ADVISOR
   
   Capital Team


 * LUC LAROCQUE
   
   WEALTH MANAGEMENT ANALYST
   
   Capital Team


 * IAN MUIRHEAD
   
   CPA, FINANCE & TAX ANALYST - FAMILY OFFICE SERVICES
   
   Capital Team


 * TRAVIS FEDDEMA
   
   WEALTH MANAGEMENT ANALYST, INVESTMENT ADVISOR
   
   Capital Team


 * DENISE DIXON
   
   FINANCE & TAX ANALYST
   
   Capital Team


 * HSINNY TSENG
   
   FINANCE ADMINISTRATOR
   
   Capital Team
   Learn more


 * JAMES PASSMORE
   
   WEALTH MANAGEMENT ADMINISTRATOR
   
   Capital Team


 * HAMZA BIN ARIF
   
   WEALTH MANAGEMENT ANALYST
   
   Capital Team

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Participate in the 22 in 22 Challenge!
Personal Wealth


RATIONAL REMINDER EP 195: COMMON MISCONCEPTIONS AMONG BEGINNER INVESTORS

PWL Capital
2022-04-7T09:06:36 April 7, 2022

When it comes to the uncertain future of financial markets and technological
innovation, a deep understanding of history and the roots of the systems at […]

Read More
Personal Wealth



RATIONAL REMINDER EP 194: BILL JANEWAY: INVESTING IN THE INNOVATION ECONOMY

Mar 31, 2022
Personal Wealth
Personal Wealth



RATIONAL REMINDER EP 193: (MODERN) MODERN PORTFOLIO THEORY

Mar 24, 2022
Personal Wealth
Personal Wealth



RATIONAL REMINDER EP 192: ALEX EDMANS: GROWING THE PIE: A DIFFERENT TAKE ON ESG

Mar 17, 2022
Personal Wealth
Personal Wealth



RATIONAL REMINDER EP 191: EMERGING MARKETS: DIVERSIFYING ASSET OR A REVERSE
LOTTERY?

Mar 10, 2022
Personal Wealth
Personal Wealth



RATIONAL REMINDER EP 190: LEONARD MLODINOW: EMOTIONS ARE RATIONAL

Mar 3, 2022
Personal Wealth
Personal Wealth



SPECIAL EPISODE: STOCKS, BONDS, AND WAR

Feb 28, 2022
Personal Wealth
Personal Wealth



RATIONAL REMINDER PODCAST EP.189: REGRET (AND HOW TO READ MORE W/ NEIL PASRICHA)

Feb 24, 2022
Personal Wealth
More Ideas & Insights


MODEL PORTFOLIO

For illustration purposes only. Actual client portfolios may differ. As of March
31, 2022.

 * 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 -3.25% 1-Year
   Total Return 1.73% 3-Year Annualized Return 5.05% 5-Year Annualized Return
   4.29% 10-Year Annualized Return 5.29% 20-Year Annualized Return 5.43% Lowest
   1-Year Return (03/2008-02/2009) -16.06% 20-Year Annualized Standard Deviation
   5.45%
   
   

 * Model Portfolio Performance 50% Stocks - 50% Bonds YTD Return -2.82% 1-Year
   Total Return 3.64% 3-Year Annualized Return 6.33% 5-Year Annualized Return
   5.19% 10-Year Annualized Return 6.14% 20-Year Annualized Return 5.91% Lowest
   1-Year Return (03/2008-02/2009) -20.58% 20-Year Annualized Standard Deviation
   6.68%
   
   

 * Model Portfolio Performance 60% Stocks - 40% Bonds YTD Return -2.35% 1-Year
   Total Return 5.45% 3-Year Annualized Return 7.51% 5-Year Annualized Return
   5.99% 10-Year Annualized Return 7.00% 20-Year Annualized Return 6.38% Lowest
   1-Year Return (03/2008-02/2009) -24.93% 20-Year Annualized Standard Deviation
   7.91%
   
   

 * Model Portfolio Performance 70% Stocks - 30% Bonds YTD Return -1.90% 1-Year
   Total Return 7.30% 3-Year Annualized Return 8.66% 5-Year Annualized Return
   6.77% 10-Year Annualized Return 7.89% 20-Year Annualized Return 6.85% Lowest
   1-Year Return (03/2008-02/2009) -29.17% 20-Year Annualized Standard Deviation
   9.19%
   
   

 * Model Portfolio Performance 80% Stocks - 20% Bonds YTD Return -1.40% 1-Year
   Total Return 9.07% 3-Year Annualized Return 9.84% 5-Year Annualized Return
   7.54% 10-Year Annualized Return 8.56% 20-Year Annualized Return 7.20% Lowest
   1-Year Return (03/2008-02/2009) -33.28% 20-Year Annualized Standard Deviation
   10.46%
   
   

 * Model Portfolio Performance 100% Stocks - 0% Bonds YTD Return -0.32% 1-Year
   Total Return 13.08% 3-Year Annualized Return 12.11% 5-Year Annualized Return
   8.99% 10-Year Annualized Return 10.07% 20-Year Annualized Return 7.94% Lowest
   1-Year Return (03/2008-02/2009) -40.79% 20-Year Annualized Standard Deviation
   13.00%
   
   

View Capital Team – Dimensional Global Portfolios – March 31, 2022


RECOMMENDED RESOURCES

I'm looking for
 * Market Statistics
 * White Papers
 * Important Documents
 * Model Portfolios

 * Market Statistics
 * White Papers
 * Important Documents
 * Model Portfolios

 *  * MARKET STATISTICS – MARCH 2022
   
    * MARKET STATISTICS – FEBRUARY 2022
   
    * MARKET STATISTICS – JANUARY 2022
   
    * MARKET STATISTICS – DECEMBER 2021
   
    * MARKET STATISTICS – NOVEMBER 2021
   
   
    * MARKET STATISTICS – MARCH 2022
      
      Published: April 4, 2022
      All figures in CAD unless mentioned otherwise Looking for reliable data on
      recent market performance? Here you’ll find a PDF document of the monthly
      statistics […]
      Learn more
   
   
    * MARKET STATISTICS – FEBRUARY 2022
      
      Published: March 7, 2022
      All figures in CAD unless mentioned otherwise Looking for reliable data on
      recent market performance? Here you’ll find a PDF document of the monthly
      statistics […]
      Learn more
   
   
    * MARKET STATISTICS – JANUARY 2022
      
      Published: February 1, 2022
      All figures in CAD unless mentioned otherwise Looking for reliable data on
      recent market performance? Here you’ll find a PDF document of the monthly
      statistics […]
      Learn more
   
   
    * MARKET STATISTICS – DECEMBER 2021
      
      Published: January 7, 2022
      All figures in CAD unless mentioned otherwise Looking for reliable data on
      recent market performance? Here you’ll find a PDF document of the monthly
      statistics […]
      Learn more
   
   
    * MARKET STATISTICS – NOVEMBER 2021
      
      Published: December 10, 2021
      All figures in CAD unless mentioned otherwise Looking for reliable data on
      recent market performance? Here you’ll find a PDF document of the monthly
      statistics […]
      Learn more
   
    * Market Statistics – March 2022
      Learn More
    * Market Statistics – February 2022
      Learn More
    * Market Statistics – January 2022
      Learn More
    * Market Statistics – December 2021
      Learn More
    * Market Statistics – November 2021
      Learn More

 *  * FINANCIAL PLANNING ASSUMPTIONS
   
    * FINANCIAL PLANNING ASSUMPTIONS
   
    * THE PASSIVE VS. ACTIVE FUND MONITOR
   
    * “BUY THE DIP”
   
    * EXPECTED INVESTMENT RETURNS
   
    * Personal Wealth
      
      
      
      FINANCIAL PLANNING ASSUMPTIONS
      
      Published: March 17, 2022
      In this paper we devise an evidence-based approach for setting
      expectations for stocks, bonds, bills, inflation, and housing for use in
      asset allocation and financial planning decisions. This paper marks an
      evolution in PWL Capital’s methodology which has been in use for more than
      half a decade.
      
      CONTRIBUTORS
      
       * 
       * 
      
      Learn more
    * Personal Wealth
      
      
      
      FINANCIAL PLANNING ASSUMPTIONS
      
      Published: October 21, 2021
      In this paper we devise an evidence-based approach for setting
      expectations for stocks, bonds, bills, inflation, and housing for use in
      asset allocation and financial planning decisions. This paper marks an
      evolution in PWL Capital’s methodology which has been in use for more than
      half a decade.
      
      CONTRIBUTORS
      
       * 
       * 
       * 
      
      Learn more
    * Evidence Based Investing
      
      
      
      THE PASSIVE VS. ACTIVE FUND MONITOR
      
      Published: April 20, 2021
      This report describes the competitive landscape for passively and actively
      managed funds from 2011 to 2020 in Canada, the United States and around
      the world.
      
      CONTRIBUTORS
      
       * 
      
      Learn more
    * Evidence Based Investing
      
      
      
      “BUY THE DIP”
      
      Published: April 20, 2021
      Heuristics, like rules of thumb, help individual investors make quick
      decisions under conditions of uncertainty. Investing a lump sum prior to a
      sharp stock price decline is an outcome that many investors fear; it seems
      intuitive that investing a lump sum is risky.
      
      CONTRIBUTORS
      
       * 
       * 
      
      Learn more
    * Evidence Based Investing
      
      
      
      EXPECTED INVESTMENT RETURNS
      
      Published: February 19, 2021
      This document is intended to provide up-to-date estimates of the expected
      returns of asset classes and portfolios for Canadian investors. The
      methodology underlying these estimates is outlined in a separate
      document1.
      
      CONTRIBUTORS
      
       * 
      
      Learn more
   
    * Financial Planning Assumptions
      
      SUMMARY
      
      
      
      In this paper we devise an evidence-based approach for setting
      expectations for stocks, bonds, bills, inflation, and housing for use in
      asset allocation and financial planning decisions. This paper marks an
      evolution in PWL Capital’s methodology which has been in use for more than
      half a decade.
      
      
      
      CONTRIBUTORS
      
       * 
       * 
      
      Learn More
    * Financial Planning Assumptions
      
      SUMMARY
      
      
      
      In this paper we devise an evidence-based approach for setting
      expectations for stocks, bonds, bills, inflation, and housing for use in
      asset allocation and financial planning decisions. This paper marks an
      evolution in PWL Capital’s methodology which has been in use for more than
      half a decade.
      
      
      
      CONTRIBUTORS
      
       * 
       * 
       * 
      
      Learn More
    * The Passive Vs. Active Fund Monitor
      
      SUMMARY
      
      
      
      This report describes the competitive landscape for passively and actively
      managed funds from 2011 to 2020 in Canada, the United States and around
      the world.
      
      
      
      CONTRIBUTORS
      
       * 
      
      Learn More
    * “Buy the Dip”
      
      SUMMARY
      
      
      
      Heuristics, like rules of thumb, help individual investors make quick
      decisions under conditions of uncertainty. Investing a lump sum prior to a
      sharp stock price decline is an outcome that many investors fear; it seems
      intuitive that investing a lump sum is risky.
      
      
      
      CONTRIBUTORS
      
       * 
       * 
      
      Learn More
    * Expected Investment Returns
      
      SUMMARY
      
      
      
      This document is intended to provide up-to-date estimates of the expected
      returns of asset classes and portfolios for Canadian investors. The
      methodology underlying these estimates is outlined in a separate
      document1.
      
      
      
      CONTRIBUTORS
      
       * 
      
      Learn More

 *  * YOUR 2021 TAX RETURN – TAX REPORTING INFORMATION
   
    * YOUR 2020 TAX RETURN – TAX REPORTING INFORMATION
   
    * THE SAFE-KEEPING OF YOUR ASSETS
   
    * NBIN BEST EXECUTION PUBLIC DISCLOSURE STATEMENT
   
    * INTRODUCING/CARRYING BROKER DISCLOSURE STATEMENT
   
   
    * YOUR 2021 TAX RETURN – TAX REPORTING INFORMATION
      
      Published: February 7, 2022
      To help you complete your income tax return, the following document is an
      overview of the most common Canadian tax slips.
      Learn more
   
   
    * YOUR 2020 TAX RETURN – TAX REPORTING INFORMATION
      
      Published: March 1, 2021
      To help you complete your income tax return, the following document is an
      overview of the most common Canadian tax slips.
      Learn more
    * 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.
      Learn more
    * Personal Wealth
      
      
      
      NBIN BEST EXECUTION PUBLIC DISCLOSURE STATEMENT
      
      Published: September 4, 2018
      The following are recent changes to the NBF Best Execution public
      disclosure statement, which will be noted in this section for your
      reference, and will be maintained for at least the next 6 months
      Learn more
    * Personal Wealth
      
      
      
      INTRODUCING/CARRYING BROKER DISCLOSURE STATEMENT
      
      Published: September 4, 2018
      National Bank Independent Network (NBIN) is a division of National Bank
      Financial Inc. (NBF Inc.), as well as a trademark owned by National Bank
      of Canada (NBC) that is used under license by NBF Inc.
      Learn more
   
    * Your 2021 Tax Return – Tax Reporting Information
      
      SUMMARY
      
      
      
      To help you complete your income tax return, the following document is an
      overview of the most common Canadian tax slips.
      
      
      
      Learn More
    * Your 2020 Tax Return – Tax Reporting Information
      
      SUMMARY
      
      
      
      To help you complete your income tax return, the following document is an
      overview of the most common Canadian tax slips.
      
      
      
      Learn More
    * 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
    * NBIN Best Execution Public Disclosure Statement
      
      SUMMARY
      
      
      
      The following are recent changes to the NBF Best Execution public
      disclosure statement, which will be noted in this section for your
      reference, and will be maintained for at least the next 6 months
      
      
      
      Learn More
    * Introducing/carrying broker disclosure statement
      
      SUMMARY
      
      
      
      National Bank Independent Network (NBIN) is a division of National Bank
      Financial Inc. (NBF Inc.), as well as a trademark owned by National Bank
      of Canada (NBC) that is used under license by NBF Inc.
      
      
      
      Learn More

 *  * CAPITAL TEAM – DIMENSIONAL GLOBAL PORTFOLIOS – MARCH 31, 2022
   
    * PASSMORE & FELIX – DIMENSIONAL GLOBAL PORTFOLIOS – MAY 31, 2020
   
   
    * CAPITAL TEAM – DIMENSIONAL GLOBAL PORTFOLIOS – MARCH 31, 2022
      
      Published: April 8, 2022
      This document provides the performance data for Dimensional Global
      Portfolios for March 2022, as compiled by the Capital Team. For
      illustration purposes only. Actual client portfolios may be […]
      Learn more
    * Evidence Based Investing
      
      
      
      PASSMORE & FELIX – DIMENSIONAL GLOBAL PORTFOLIOS – MAY 31, 2020
      
      Published: June 10, 2020
      This document provides the performance data for Dimensional Global
      Portfolios for May 2020, as compiled by the Passmore & Felix team.
      
      CONTRIBUTORS
      
       * 
      
      Learn more
   
    * Capital Team – Dimensional Global Portfolios – March 31, 2022
      Learn More
    * Passmore & Felix – Dimensional Global Portfolios – May 31, 2020
      
      SUMMARY
      
      
      
      This document provides the performance data for Dimensional Global
      Portfolios for May 2020, as compiled by the Passmore & Felix team.
      
      
      
      CONTRIBUTORS
      
       * 
      
      Learn More

More Resources


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Portfolio Management and brokerage services are offered by PWL Capital Inc,
which is regulated by Investment Industry Regulatory Organization of Canada
(IIROC), 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 Commission of Ontario (FSCO) and
in Quebec by the Autorité des marchés financiers (AMF). PWL Advisors Inc. is not
a member of CIPF.

Copyright © 2018 All rights reserved.
Designed and developed by Third Wunder
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