PWL Capital Inc - Ottawa - Ottawa, Ontario

CS. B. L.

My wife and I have been working with PWL Capital for the past 6-7 years and have been consistently impressed by their expertise, professionalism, and dedication to client satisfaction.

The team at PWL Capital has consistently exceeded my expectations. Their personalized approach, combined with their evidence-based investment strategies, has given me peace of mind and confidence in our financial future. The transparency and open communication throughout the process have been invaluable. I've found the team at PWL Capital to be extremely knowledgeable and responsive. They have always taken the time to explain complex financial concepts in a clear and understandable way, ensuring that we feel informed and empowered.

If you're seeking a trustworthy and reliable full service wealth management firm, I wholeheartedly recommend PWL Capital. Their commitment to their clients' best interests is evident in everything they do.

Audrey B.

Our first contact with Phil Briggs & Joel Barwick at PWL came at a very pivotal time for us as we were looking for a financial services team that could provide a comprehensive plan for retirement. PWL with their fiduciary philosophy and financial offerings seemed like a great fit for us.
We made the move to PWL in January 2024 and never looked back. The transition of our financial investments went very smoothly. Their reporting software tools and guidance reassured us that we would be just fine retiring based on our projected future income, living expenses and travel budget for our go go years. We are so impressed with the on going professional support and individualized service we receive. It's such a comfort to know Phil is just an e-mail/call away for quick questions with quick responses as well as Zoom appointments available for more in depth review meetings as needed.
We are now happily retired and would highly recommend PWL!

Kyle M.

My wife and I have had the pleasure of working with Philip and Joel for the past two years. They have helped us navigate the financial aspects of major life changes and significantly reduced the time and energy we were spending managing our investments and financial goals on our own. They often have the answers to our questions before we can even ask them, and are always willing to hop on a call to model scenarios and help us with financial decisions. By working with PWL, my wife and I are able to spend more time on the things that we value the most, knowing with confidence that PWL is there to help whenever we need them.

Kevin V.

PWL Capital has been an absolute game-changer for my financial future. Their expert team provides personalized, evidence-based investment strategies and comprehensive wealth management services. With their transparent fee structure and fiduciary approach, I always feel my best interests are prioritized. The results speak for themselves! Their responsiveness and educational resources are top-notch. If you're looking for a trustworthy partner to guide your financial journey, look no further than PWL Capital. Highly recommended!

Louise44 B.

We have been working with PWL for over decade now and can’t say enough about their professionalism, attention to detail and proactive planning. We feel like they are a true partner working with us and answering all our financial questions as we move through different phases of life. We have been with other companies in the past. These guys are head and shoulders above the banks and brokerages which are simply order takers and in it only to maximize their fees. Moving to PWL is the single most important financial decision we have made to grow and protect or hard earned savings.

Vince C.

Switching to PWL Capital has been a welcome change for my finances and peace of mind. PWL provides the appropriate service level while focusing on smart diversification and long-term results. The team is professional, knowledgeable, and always puts my goals first, making wealth management simple and stress-free.

Guy H.

I've been working with PWL for over five years, and their service is truly exceptional. What sets them apart is their comprehensive approach to understanding our personal situation and financial requirements. It's evident that their advice isn't just generic guidance – it's thoroughly researched, reviewed, and specifically tailored to our needs.

One of PWL's greatest strengths is their transparency. They're completely open about their processes, costs, and incentives. Their team excels at breaking down complex financial concepts into easily digestible information, making even the most intricate financial matters understandable.

The difference between PWL and traditional financial advisors is like night and day. Having a skilled team that not only manages your finances expertly but can also clearly explain complex situations in layman's terms is invaluable. They provide both peace of mind that your finances are in capable hands and the clarity needed to understand your financial journey.

Their dedication to personalized service and financial education has made our experience with them consistently outstanding.

Chris W.

I am a working professional in their late 40s who up until a year ago had zero financial literacy - I just automatically contributed monthly to an RRSP and an RESP account set up by someone at my bank, without any guidance or financial plan. I was recommended PWL Capital by a relative in the financial planning industry, and this has been truly a life-changing move for me and my family.

Before signing a contract to retain their services, not one but two financial advisors at PWL Capital, Ben Wilson and Melissa Laursen, met with me to obtain extensive details about my situation. Ben and Melissa prepared a comprehensive financial plan that they explained in depth, and were able to answer my many questions. They created a detailed retirement plan for me and my wife, a plan for optimizing my RESP contributions, as well as assisting myself and my wife in obtaining the right amount of life insurance and disability insurance to protect our family’s financial future should anything catastrophic happen.

Over the past year, Ben and Melissa have definitely surpassed my expectations! They have shown integrity, sincerity, reliability and professionalism with extremely high quality service. Both Ben and Melissa are also very personable and explain financial concepts in easy to understand ways. At PWL Capital the advisors have a fiduciary obligation to serve their client’s best interests, and I feel tremendous confidence in trusting Ben and Melissa with my and my family’s financial future. And it is nice to know that all advisors at PWL Capital use the same investment approaches and philosophy. My own financial literacy has grown tremendously over the past year due to PWL Capital. Ben and Melissa gave me a lengthy list of books to read and recommended PWL Capital’s you tube channel The Rational Reminder, and Ben Felix’s you tube channel.

It is no exaggeration to say that switching to PWL Capital will increase my net worth by hundreds of thousands of dollars more over my lifetime than if I had stayed with the bank. I will not hesitate to recommend PWL Capital most highly to anyone who needs financial planning and/or investment advice. And I believe that everyone can benefit from behavioural coaching to some degree, as it is easy even for the most financially literate people to make poor decisions based on their emotions!