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About PWL Capital Montreal
PWL Capital is a Canadian independent wealth management firm founded in 1996, offering holistic, full-service wealth management and financial planning services. They provide tailored solutions for clients across Canada, including healthcare professionals, business owners, and families. Their services include integrated investment management, tax, retirement, and estate strategies. PWL Capital's unique selling proposition is its evidence-based approach, focusing on low-cost, diversified portfolios aligned with clients' risk tolerance. Their independence ensures conflict-free advice, making them a trusted partner for long-term financial planning. They manage approximately $5.5 billion in client assets[1][3][5].
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