PWL Capital is structured such that all your assets are held in accounts in your name by our carrying broker, National Bank Independent Network. PWL Capital and our Investment Advisors are registered and regulated by the Canadian Investment Regulatory Organization (CIRO). By virtue of our registration with the CIRO, we are also subject to the oversight of the provincial regulatory bodies (e.g.: Autorité des Marchés Financiers (AMF) in Quebec or the Ontario Securities Commission (OSC) in Ontario.)
Our service goes well beyond investing, as we work with you to establish savings goals, plan for your retirement or other milestones, and help with all of your important financial decisions.
We use a traditional indexed approach that offers the broadest diversification while keeping your costs and taxes as low as possible.
Read MoreYour portfolio is just a tool for reaching your financial goals. We focus on your personal objectives, whether that’s building a savings plan, paying off debt, or drawing down your nest egg in retirement.
Read MoreOur team is dedicated to attentive service. We respond to your emails and calls promptly, and we handle your paperwork and other administrative tasks efficiently and painlessly.
Read MorePWL Capital’s Bender, Bender & Bortolotti team will work hard to ensure you reach your financial goals by combining disciplined portfolio management, ongoing planning, and a commitment to attentive service.
Meet our Team
