Whether you have a question about your portfolio’s performance or just need a hand with some routine paperwork, our advisors and support team are ready to help.
You’re more likely to enjoy financial success when you’re engaged with the planning process. We do our best to keep you on the right path with clear communication and regular updates.
Our clients can use two distinct platforms to view their accounts online. Each one has different features, and together they help you see both the big picture and the finer details of your investments.
PWL 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.
We report your portfolio’s time-weighted rate of return so you always know exactly how your investments have performed.
LEARN MOREWe benchmark your returns against market indexes to provide transparent and reliable insights into your investment performance.
LEARN MOREWe accurately track the adjusted cost base (ACB) of your holdings, ensuring you pay no more than your fair share of taxes.
LEARN MOREWhen tax season comes around, we collect all of the slips and reports you need and deliver them efficiently to you, or to your tax preparer.
Our team’s focus on exceptional service—both client-facing and behind the scenes—allows our advisors to devote their energy to managing your portfolio and designing custom financial plans.
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.
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