About us

About Title

We offer comprehensive Wealth Management services to Canadians.

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49

Age

16

Assets

2.1M

Net worth

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49

Age

16

Assets

2.1M

Net worth

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Financial Services Overview Section

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+300k

Net Worth

+300k

Net Worth

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We help you plan your financial life.

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81%
+300k

Net Worth

+300k

Net Worth

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We help you plan your financial life.

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Are You Ready to Shape Your Financial Future?
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We help you plan your financial life.

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Customizable Call to Action Panel Title

Helping you frame financial decisions through the lens of living a good life and more text that would naturally flow here.

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36

Age

16

Assets

2.1M

Net worth

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Client Stories

“PWL provides an amazing environment to learn and grow. From day one, I have felt support from all members of the team, and this has given me the confidence to ask questions and share my ideas. I have learned more in my 2 years at PWL than throughout my life, and I feel like these opportunities for growth just keep coming. We have a wonderful team full of bright, curious, and energetic individuals, so you cannot help but soak up that energy when you work here!”

Melissa Laursen
Melissa Laursen Senior Financial Planning Associate, Investment Advisor

“Integrity in our customer relationships, minimization of conflicts of interest in the conduct of our business, passive investment philosophy based on scientific research, quality of the people who work there. I’d be hard pressed to find anything similar anywhere else!”

Male Testimonial
Raymond Kerzerho Senior Researcher, Head, Shared Services Research, CFA

“Our work environment stands out as exceptional & our team is comprised of outstanding individuals, known not only for their professionalism but also for their amicable nature. We’re more than colleagues; we’re like family.”

Female Testimonial
Katherine Pineda Team Lead Operations, Compliance Processes & Controls

“I love the company, the ethics, the people, how you are not just a number. I have given so much to the company, but the company has given so much to me.”

Laura Spencer
Laura Spencer Training & QA Analyst

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