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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


 * JASON FLYNN
   
   FINANCIAL PLANNING ASSOCIATE, QAFP
   
   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
   
   JR. WEALTH MANAGEMENT ANALYST
   
   Capital Team


 * HAMZA BIN ARIF
   
   WEALTH MANAGEMENT ANALYST
   
   Capital Team

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Personal Wealth


RATIONAL REMINDER PODCAST EP.188: AYELET FISHBACH: THE SCIENCE OF MOTIVATION

PWL Capital
2022-02-17T09:09:36 February 17, 2022

Goal-setting has been a divisive subject of discussion for us here on the
Rational Reminder Podcast, and today we dive a bit deeper into the […]

Read More
Personal Wealth



RATIONAL REMINDER PODCAST EP.187: HOW TO SET FINANCIAL GOALS

Feb 10, 2022
Personal Wealth
Personal Wealth



RATIONAL REMINDER PODCAST EP.186: ANDREW HALLAM: BALANCING MONEY, RELATIONSHIPS,
HEALTH, AND PURPOSE

Feb 3, 2022
Personal Wealth
Personal Wealth



RATIONAL REMINDER PODCAST EP.185: LIGHTING YOUR MONEY ON FIRE WITH THEMATIC ETFS

Jan 27, 2022
Personal Wealth
Personal Wealth



RATIONAL REMINDER PODCAST EP.184: ROBIN WIGGLESWORTH: THE STORY OF INDEX FUNDS

Jan 20, 2022
Personal Wealth
Personal Wealth



RATIONAL REMINDER PODCAST EP.183: MARKET EFFICIENCY MYTHS AND MISCONCEPTIONS

Jan 13, 2022
Personal Wealth
Personal Wealth



RATIONAL REMINDER PODCAST EP.182: JOHN ‘MAC’ MCQUOWN: THE DATA WILL SORT THAT
OUT

Jan 6, 2022
Personal Wealth
Personal Wealth



RATIONAL REMINDER PODCAST EP.181: A YEAR IN REVIEW

Dec 23, 2021
Personal Wealth
More Ideas & Insights


MODEL PORTFOLIO

For illustration purposes only. Actual client portfolios may differ. As of
January 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 -1.77% 1-Year
   Total Return 6.42% 3-Year Annualized Return 6.37% 5-Year Annualized Return
   4.99% 10-Year Annualized Return 5.63% 20-Year Annualized Return 5.62% Lowest
   1-Year Return (03/2008-02/2009) -16.06% 20-Year Annualized Standard Deviation
   5.44%
   
   

 * Model Portfolio Performance 50% Stocks - 50% Bonds YTD Return -1.81% 1-Year
   Total Return 8.86% 3-Year Annualized Return 7.58% 5-Year Annualized Return
   5.83% 10-Year Annualized Return 6.45% 20-Year Annualized Return 6.10% 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 -1.81% 1-Year
   Total Return 11.22% 3-Year Annualized Return 8.67% 5-Year Annualized Return
   6.60% 10-Year Annualized Return 7.31% 20-Year Annualized Return 6.59% Lowest
   1-Year Return (03/2008-02/2009) -24.93% 20-Year Annualized Standard Deviation
   7.92%
   
   

 * Model Portfolio Performance 70% Stocks - 30% Bonds YTD Return -1.83% 1-Year
   Total Return 13.56% 3-Year Annualized Return 9.73% 5-Year Annualized Return
   7.32% 10-Year Annualized Return 8.19% 20-Year Annualized Return 7.07% Lowest
   1-Year Return (03/2008-02/2009) -29.17% 20-Year Annualized Standard Deviation
   9.20%
   
   

 * Model Portfolio Performance 80% Stocks - 20% Bonds YTD Return -1.83% 1-Year
   Total Return 15.98% 3-Year Annualized Return 10.79% 5-Year Annualized Return
   8.03% 10-Year Annualized Return 8.84% 20-Year Annualized Return 7.43% Lowest
   1-Year Return (03/2008-02/2009) -33.28% 20-Year Annualized Standard Deviation
   10.48%
   
   

 * Model Portfolio Performance 100% Stocks - 0% Bonds YTD Return -1.80% 1-Year
   Total Return 21.50% 3-Year Annualized Return 12.79% 5-Year Annualized Return
   9.38% 10-Year Annualized Return 10.32% 20-Year Annualized Return 8.19% Lowest
   1-Year Return (03/2008-02/2009) -40.79% 20-Year Annualized Standard Deviation
   13.03%
   
   

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


RECOMMENDED RESOURCES

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

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

 *  * MARKET STATISTICS – JANUARY 2022
   
    * MARKET STATISTICS – DECEMBER 2021
   
    * MARKET STATISTICS – NOVEMBER 2021
   
    * MARKET STATISTICS – SEPTEMBER 2021
   
    * MARKET STATISTICS – AUGUST 2021
   
   
    * 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 – SEPTEMBER 2021
      
      Published: November 17, 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 – AUGUST 2021
      
      Published: October 5, 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 – January 2022
      Learn More
    * Market Statistics – December 2021
      Learn More
    * Market Statistics – November 2021
      Learn More
    * Market Statistics – September 2021
      Learn More
    * Market Statistics – August 2021
      Learn More

 *  * THE PASSIVE VS. ACTIVE FUND MONITOR
   
    * “BUY THE DIP”
   
    * EXPECTED INVESTMENT RETURNS
   
    * FIVE FACTOR INVESTING WITH ETFS
   
    * DOLLAR COST AVERAGING VS. LUMP SUM INVESTING
   
    * 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
    * Evidence Based Investing
      
      
      
      FIVE FACTOR INVESTING WITH ETFS
      
      Published: December 23, 2020
      Index funds are an increasingly popular and undoubtedly sensible tool for
      building investment portfolios. The push toward index investing is based
      on the Efficient Market Hypothesis (EMH) (Fama, 1970), which simply
      states: In general terms, the ideal is a market in which prices provide
      accurate signals for resource allocation
      
      CONTRIBUTORS
      
       * 
      
      Learn more
    * Evidence Based Investing
      
      
      
      DOLLAR COST AVERAGING VS. LUMP SUM INVESTING
      
      Published: June 23, 2020
      Uncertainty is a constant in investing. Recency bias makes the current
      time, whenever that may be, feel more uncertain than ever. At the time of
      writing this paper the COVID-19 pandemic may be presenting us with truly
      unprecedented economic and health-related uncertainty, but stepping back
      to any point in history there is always a reason that this time is
      different; this is true in both bull markets and bear markets.
      
      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
    * Five Factor Investing with ETFs
      
      SUMMARY
      
      
      
      Index funds are an increasingly popular and undoubtedly sensible tool for
      building investment portfolios. The push toward index investing is based
      on the Efficient Market Hypothesis (EMH) (Fama, 1970), which simply
      states: In general terms, the ideal is a market in which prices provide
      accurate signals for resource allocation
      
      
      
      CONTRIBUTORS
      
       * 
      
      Learn More
    * Dollar Cost Averaging vs. Lump Sum Investing
      
      SUMMARY
      
      
      
      Uncertainty is a constant in investing. Recency bias makes the current
      time, whenever that may be, feel more uncertain than ever. At the time of
      writing this paper the COVID-19 pandemic may be presenting us with truly
      unprecedented economic and health-related uncertainty, but stepping back
      to any point in history there is always a reason that this time is
      different; this is true in both bull markets and bear markets.
      
      
      
      CONTRIBUTORS
      
       * 
      
      Learn More

 *  * CAPITAL TEAM – DIMENSIONAL GLOBAL PORTFOLIOS – JANUARY 31, 2022
   
    * CAPITAL TEAM – DIMENSIONAL GLOBAL PORTFOLIOS – DECEMBER 31, 2021
   
    * CAPITAL TEAM – DIMENSIONAL GLOBAL PORTFOLIOS – NOVEMBER 30, 2021
   
    * CAPITAL TEAM – DIMENSIONAL GLOBAL PORTFOLIOS – SEPTEMBER 30, 2021
   
    * CAPITAL TEAM – DIMENSIONAL GLOBAL PORTFOLIOS – MAY 31, 2021
   
   
    * CAPITAL TEAM – DIMENSIONAL GLOBAL PORTFOLIOS – JANUARY 31, 2022
      
      Published: February 8, 2022
      This document provides the performance data for Dimensional Global
      Portfolios for January 2022, as compiled by the Capital Team. For
      illustration purposes only. Actual client portfolios may be […]
      Learn more
   
   
    * CAPITAL TEAM – DIMENSIONAL GLOBAL PORTFOLIOS – DECEMBER 31, 2021
      
      Published: January 11, 2022
      This document provides the performance data for Dimensional Global
      Portfolios for December 2021, as compiled by the Capital Team. For
      illustration purposes only. Actual client portfolios may be […]
      Learn more
   
   
    * CAPITAL TEAM – DIMENSIONAL GLOBAL PORTFOLIOS – NOVEMBER 30, 2021
      
      Published: December 13, 2021
      This document provides the performance data for Dimensional Global
      Portfolios for November 2021, as compiled by the Capital Team. For
      illustration purposes only. Actual client portfolios may be […]
      Learn more
   
   
    * CAPITAL TEAM – DIMENSIONAL GLOBAL PORTFOLIOS – SEPTEMBER 30, 2021
      
      Published: November 29, 2021
      This document provides the performance data for Dimensional Global
      Portfolios for September 2021, as compiled by the PWL Capital Team. For
      illustration purposes only. Actual […]
      Learn more
    * Evidence Based Investing
      
      
      
      CAPITAL TEAM – DIMENSIONAL GLOBAL PORTFOLIOS – MAY 31, 2021
      
      Published: July 26, 2021
      This document provides the performance data for Dimensional Global
      Portfolios for May 2021, as compiled by the Passmore & Felix team.
      Learn more
   
    * Capital Team – Dimensional Global Portfolios – January 31, 2022
      Learn More
    * Capital Team – Dimensional Global Portfolios – December 31, 2021
      Learn More
    * Capital Team – Dimensional Global Portfolios – November 30, 2021
      Learn More
    * Capital Team – Dimensional Global Portfolios – September 30, 2021
      Learn More
    * Capital Team – Dimensional Global Portfolios – May 31, 2021
      
      SUMMARY
      
      
      
      This document provides the performance data for Dimensional Global
      Portfolios for May 2021, as compiled by the Passmore & Felix team.
      
      
      
      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

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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.

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