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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. ----- 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. -----

View Top Employees from PWL Capital Inc
Website https://www.pwlcapital.com/
Revenue $8 million
Employees 105 (105 on RocketReach)
Founded 1996
Phone (514) 875-7566
Fax (514) 875-9611
Technologies
Industry Investment Management, Finance General, Banking, Risk Management, Finance, Financial Services, Investment Management and Advice, Lending and Investments, Wealth Management, Consulting, Member: Investment Industry Regulatory Organization of Canada (I, Venture Capital, Member: Canadian Investor Protection Fund (CIPF)
Web Rank 1 Million
Keywords Financial Consulting, Multi Family Office, Professional Wealth Management, Estate Planning, Retirement Planning
Competitors Blankinship & Foster, LLC, Francis Financial, Inc., Lee Financial, Plancorp, LLC, Sequoia Financial Group
SIC SIC Code 621 Companies, SIC Code 62 Companies
NAICS NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies

PWL Capital Inc Questions

The PWL Capital Inc annual revenue was $8 million in 2024.

icd.d Brenda Bartlett is the President and Chief Executive Officer of PWL Capital Inc.

105 people are employed at PWL Capital Inc.

The NAICS codes for PWL Capital Inc are [52, 5239, 523].

The SIC codes for PWL Capital Inc are [621, 62].

Top PWL Capital Inc Employees

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