PWL Capital

Overview

PWL Capital Inc. provides holistic, full-service wealth management for Canadians and their families.⁴ The firm operates offices in Toronto, Ottawa, Montreal and Waterloo, Canada.³ Its portfolio-management and brokerage services are regulated by the Canadian Investment Regulatory Organization (CIRO), and the firm is a Canadian Investor Protection Fund member.²

History

PWL Capital Inc. says it was celebrating its 30th anniversary in 2026.²¹ The firm’s Parkyn-Doyon La Rochelle team describes PWL Capital as having grown into an evidence-based wealth-management firm over 30 years.²²

Leadership

PWL Capital Inc. lists Anthony S. Layton as Chairman & CEO and Portfolio Manager in Montreal.¹¹ Cameron Passmore and Benjamin Felix are listed as Portfolio Managers in Ottawa.¹²¹³ Justin Bender and Dan Bortolotti are listed as Portfolio Managers in Toronto.¹⁴¹⁵ James Parkyn and Peter Guay are listed as Portfolio Managers in Montreal.¹⁶¹⁷ François Doyon La Rochelle is listed as Portfolio Manager and Financial Analyst in Montreal.¹⁸ Shweta Shrivastava is listed as Portfolio Manager in Montreal.¹⁹ Graham Westmacott is listed as Portfolio Manager in Waterloo.²⁰

Services

Listed services include financial planning, portfolio management, financial wellness coaching and wealth management in Quebec.⁵ The managed-portfolio service combines investment management with ongoing financial planning.⁶ PWL Capital says its portfolios are built primarily with exchange-traded funds (ETFs).⁷ The firm’s structure holds client assets at the carrying broker while PWL provides portfolio-management and brokerage services.²⁴ Client assets are held in accounts in the client’s name by carrying broker National Bank Independent Network.⁹

What the firm offers

• Investment management
• Financial planning

Client focus

PWL Capital identifies Canadian investors and their families as its target client audience.¹⁰

Investment philosophy and approach

The firm says its investment philosophy is evidence-based and systematic, emphasizing diversification and avoiding market-timing or performance-chasing.⁸ PWL Capital says its mission is to help turn clients’ financial goals into reality through personalized strategies.²³

FAQs

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Sources

1. Ontario Securities Commission, *Registrants*, (as of 2024-10-01; accessed 2026-10-23)
2. PWL Capital Inc., documents, (as of 2026-10-23; accessed 2026-10-23)
3. Canadian Couch Potato, find an advisor, (as of 2026-10-23; accessed 2026-10-23)
4. PWL Capital Inc., About, (as of 2026-10-23; accessed 2026-10-23)
5. PWL Capital Inc., About, (as of 2026-10-23; accessed 2026-10-23)
6. Canadian Couch Potato, find an advisor, (as of 2026-10-23; accessed 2026-10-23)
7. Canadian Couch Potato, find an advisor, (as of 2026-10-23; accessed 2026-10-23)
8. PWL Capital Inc., About, (as of 2026-10-23; accessed 2026-10-23)
9. PWL Capital Inc., About, (as of 2026-10-23; accessed 2026-10-23)
10. PWL Capital Inc., About, (as of 2026-10-23; accessed 2026-10-23)
11. Canadian Couch Potato, find an advisor, (as of 2026-10-23; accessed 2026-10-23)
12. Canadian Couch Potato, find an advisor, (as of 2026-10-23; accessed 2026-10-23)
13. Canadian Couch Potato, find an advisor, (as of 2026-10-23; accessed 2026-10-23)
14. Canadian Couch Potato, find an advisor, (as of 2026-10-23; accessed 2026-10-23)
15. Canadian Couch Potato, find an advisor, (as of 2026-10-23; accessed 2026-10-23)
16. Canadian Couch Potato, find an advisor, (as of 2026-10-23; accessed 2026-10-23)
17. Canadian Couch Potato, find an advisor, (as of 2026-10-23; accessed 2026-10-23)
18. Canadian Couch Potato, find an advisor, (as of 2026-10-23; accessed 2026-10-23)
19. Canadian Couch Potato, find an advisor, (as of 2026-10-23; accessed 2026-10-23)
20. Canadian Couch Potato, find an advisor, (as of 2026-10-23; accessed 2026-10-23)
21. PWL Capital Inc., About, (as of 2026-10-23; accessed 2026-10-23)
22. Parkyn-Doyon La Rochelle, “30 years of putting clients first at PWL Capital”, (as of 2026-10-23; accessed 2026-10-23)
23. PWL Capital Inc., About, (as of 2026-10-23; accessed 2026-10-23)
24. PWL Capital Inc., About, (as of 2026-10-23; accessed 2026-10-23)

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This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.