PWL Capital offers holistic, full-service wealth management services to Canadians, providing personalized strategies and integrated financial planning.

PWL Capital

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Owner & CEO

Anthony Layton

Business Management

Brenda Bartlett

Co-Founder, Portfolio Manager and Team Lead Co-Host Capital Topics (EN) & Sujet Capital (FR) Podcast

James Parkyn

Sr Director Strtegic Projects and Operations

Philippe Casarotto

Portfolio Manager

Amanda Dalziel

Finance Manager

Brennan Forrest

Dan Bortolotti

Manager of Operations and Service

Francesca Fraga

Portfolio Manager Assistant

Geena Nguyen

Justin Bender

Founding partner and Portfolio Manager

President & Chief Operating Officer

Consulting Companies With More Than 10 Employees (Top 10K)

Financial Services Companies With Less Than $500M in Revenue (Top 10K)

Venture Capital Companies With More Than 10 Employees

Canada Companies With More Than 50 Employees (Top 10K)

PWL Capital is a privately owned wealth management firm that manages more than $2 billion in client assets. PWL provides discretionary portfolio management services with integrated financial planning from offices in Montreal, Toronto, Ottawa and Waterloo.

Montréal

Quebec

Canada

North America

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Comprehensive financial planning and investment management services tailored to affluent Canadian individuals, families, and professionals.

Development of personalized financial strategies to help clients achieve their financial goals, including retirement and estate planning.

Management of investment portfolios using evidence-based investing strategies to maximize returns.

Expertise in distributing investments across various asset classes to balance risk and return.

Guidance to help clients make informed financial decisions and avoid common investment pitfalls.

Ensuring a balanced and diversified portfolio across different types, sectors, and markets.

Japan

Asia

United States

Italy

Europe

Australia

Oceania

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news impact assignment basic	general
public peers	general	Oct 21, 2024 2:15 PM	45650ae0
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signals	general	Oct 21, 2024 2:15 PM	207001fb
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COM:PWLCAPITAL

PWL Capital