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PWL Capital Inc

Investment management

PWL Capital Inc information

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 institution...
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.-----

Highlights

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Employee contacts

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Employee email addresses

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Employee phone numbers

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Technologies

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News and Milestones

1

Job Postings

Financials

PWL Capital Inc's Revenue (Yearly)

12.6M

Employees

110

Funding rounds

Other

$0

Jan, 2025

Other

$0

Jan, 2025

Industries

Investment management

Keywords

Risk management
Investment management & advice
Wealth management
Financial planning
Portfolio management
Family office legacy planning

PWL Capital Inc Competitors

PWL Capital Inc Frequently Asked Questions

What is PWL Capital Inc's annual revenue?

PWL Capital Inc's annual revenue is $12.6M.

Where is PWL Capital Inc's headquarters?

PWL Capital Inc's headquarters is located in Montreal, Quebec.

How many employees does PWL Capital Inc have?

There are 110 employees at PWL Capital Inc.

How many funding rounds does PWL Capital Inc have?

PWL Capital Inc has been through 1 rounds of funding.

Employees

Cameron Passmore
Chief Executive Officer
Francois Rochelle
Financial Analyst and Portfolio Manager
Peter Guay
Team Lead, Portfolio Manager and Financial Planner
Phillip Cfp
Financial Planner, Associate Portfolio Manager
Shannon Bender
Portfolio Manager

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