Want to claim this profile?
As a company, you can create a free GFM Directory listing to customize your brand profile, highlight your offerings, and showcase your latest achievements.

About PWL Capital Inc

PWL Capital Inc. is a prominent independent wealth management firm based in Montreal, Canada, founded in 1996. It operates offices in Ottawa, Montreal, and Toronto, providing comprehensive financial services to over 2,300 client families across the country. The firm is known for its evidence-based investment philosophy, focusing on low-cost, diversified portfolios that align with clients' risk tolerance. PWL Capital offers a range of services, including portfolio management, financial planning, and insurance products through its subsidiary, PWL Advisors Inc. The firm emphasizes independence, with a long-term ownership vision that allows employees to be shareholders, ensuring unbiased advice. Its client base includes prominent families, technology entrepreneurs, and high net worth individuals, all seeking tailored wealth management solutions. In January 2025, PWL Capital entered a strategic partnership with OneDigital, enhancing its wealth management services in Canada.

Articles About PWL Capital Inc