Integrity. Objectivity. Proven expertise.
PWL Capital is an established independent wealth management boutique & Multi-Family Office in Quebec and Ontario, offering Canada's most discerning individuals and families personable but sophisticated wealth management services, integrated investment management, and financial planning (tax, retirement and estate strategies) based on time-tested institutional investment principles and proven academic insights.
At PWL Capital we do not push products or have any hidden fees, so clients get unbiased advice. No hype. Just solid common sense.
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Intégrité. Objectivité. Expertise démontrée.
PWL Capital est une boutique indépendante de gestion de patrimoine bien établie, ainsi qu’un bureau multifamilial, au Québec et en Ontario, qui offre à des individus et à des familles perspicaces du Canada des services de gestion de patrimoine à la fois personnalisés et de très grande qualité, des stratégies intégrées de gestion de placements, des services de planification de la retraite et de planification fiscale et successorale basés sur des principes d'investissement institutionnel et selon des théories ayant fait leurs preuves.
Chez PWL Capital, nous ne vous vendons pas de produits et nous n’avons pas de frais cachés. Ainsi, nos clients reçoivent des conseils impartiaux. Aucune extravagance, mais plutôt un solide sens commun.
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Company Details
- Employees
- 104
- Founded
- -
- Address
- 3400 De Maisonneuve Ouest, Suite 1501,canada
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- pwlcapital.com
- Keywords
- Risk Management, Investment Management and Advice, Wealth Management, Financial Planning, Portfolio Management, Family Office - Legacy Planning & Management, Estate Planning, Retirement Planning, Succession Planning, Tax Planning & Management, Behavioural Coaching, Legacy Planning & Management – Trusts, Philanthropic Strategy, Member: Investment Industry Regulatory Organization of Canada (IIROC), Member: Canadian Investor Protection Fund (CIPF), Member: Global Association of Independent Advisors (GAIA), CEFEX accredited.
- HQ
- │ Montreal, Quebec
Pwl Capital Inc Questions
Pwl Capital Inc's website is pwlcapital.com
Pwl Capital Inc's LinkedIn profile is https://ca.linkedin.com/company/pwl-capital
Pwl Capital Inc has
104 employees.
View email and phone details for 104
employees at Pwl Capital Inc.
Pwl Capital Inc's industry is
Investment Management
Pwl Capital Inc's categories are Investment Management
Pwl Capital Inc's founding year is 1996
