Your PWL advisor in Waterloo
Since 1996 PWL Capital has been offering Canada's most discerning families and individuals, a different brand of wealth management. We now bring that time-tested, academically-based investment philosophy to serve the needs of affluent individuals, families, professionals and businesspeople in Waterloo. Our experienced advisors are available to provide you with solid advice.
The PWL difference: Every client is unique
We offer integrated financial planning and investment management services. We do not sell products or have any hidden fees; so you get unbiased advice. No hype. Just solid common sense.
Our PWL advisor team at the Waterloo office has extensive experience providing clients with financial peace of mind. Our advisors invest time up-front to understand you, define your objectives and build a custom financial strategy to reduce your risk and maximize value.
Graham Westmacott, Investment Advisor and Associate Portfolio Manager, understands the demands of building a business and keeping focused on your goals. It's his belief in defining objectives and staying true to the goal that lead him to the PWL Capital team. His clients are business executives, owners and professionals with complex financial situations. Through his holistic approach to wealth management he hopes to take some of the worry off your shoulders, simplify your financial affairs and ensure that smart financial decisions are made for your investment goals.