PWL Capital Revenue and Competitors

│ Montreal, CAN

Location

N/A

Total Funding

Investments

Industry

Estimated Revenue & Valuation

  • PWL Capital's estimated annual revenue is currently $24.5M per year.(i)
  • PWL Capital's estimated revenue per employee is $227,000

Employee Data

  • PWL Capital has 108 Employees.(i)
  • PWL Capital grew their employee count by 10% last year.

PWL Capital's People

NameTitleEmail/Phone
1
Head Data and Business IntelligenceReveal Email/Phone
2
Head ResearchReveal Email/Phone
3
Senior Compliance OfficerReveal Email/Phone
4
Director FinanceReveal Email/Phone
5
Associate Portfolio ManagerReveal Email/Phone
6
Manager Operations and ServiceReveal Email/Phone
7
Portfolio Manager and Financial PlannerReveal Email/Phone
8
Portfolio ManagerReveal Email/Phone
9
Portfolio ManagerReveal Email/Phone
10
Portfolio Manager AssistantReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$11.6M5727%N/AN/A
#2
$35.2M1415%N/AN/A
#3
$21.1M938%N/AN/A
#4
$28.1M12417%N/AN/A
#5
$460.2M1448-2%N/AN/A
#6
$237.7M7481%N/AN/A
#7
$264.7M83310%N/AN/A
#8
$228.5M719-14%N/AN/A
#9
$270.1M8505%N/AN/A
#10
$57.9M2328%N/AN/A
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What Is PWL Capital?

Risk Management, Investment Management and Advice, Wealth Management, Member: Investment Industry Regulatory Organization of Canada (IIROC), Member: Canadian Investor Protection Fund (CIPF) www.pwlcapital.com/Montreal www.pwlcapital.com/Toronto www.pwlcapital.com/Ottawa www.pwlcapital.com/Waterloo ----- Integrity. Objectivity. Proven expertise. PWL Capital is an established independent wealth management boutique & Multi-Family Office in Quebec and Ontario, offering Canada's most discerning individuals and families personable but sophisticated wealth management services, integrated investment management, and financial planning (tax, retirement and estate strategies) based on time-tested institutional investment principles and proven academic insights. At PWL Capital we do not push products or have any hidden fees, so clients get unbiased advice. No hype. Just solid common sense. ----- Intégrité. Objectivité. Expertise démontrée. PWL Capital est une boutique indépendante de gestion de patrimoine bien établie, ainsi qu’un bureau multifamilial, au Québec et en Ontario, qui offre à des individus et à des familles perspicaces du Canada des services de gestion de patrimoine à la fois personnalisés et de très grande qualité, des stratégies intégrées de gestion de placements, des services de planification de la retraite et de planification fiscale et successorale basés sur des principes d'investissement institutionnel et selon des théories ayant fait leurs preuves. Chez PWL Capital, nous ne vous vendons pas de produits et nous n’avons pas de frais cachés. Ainsi, nos clients reçoivent des conseils impartiaux. Aucune extravagance, mais plutôt un solide sens commun.

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Total Funding

108

Number of Employees

$24.5M

Revenue (est)

10%

Employee Growth %

N/A

Valuation

N/A

Accelerator

PWL Capital News

2022-04-17 - Do bonds still make sense for retirement savings?

Felix is an advisor with PWL Capital. In an email to me, Felix wrote that the 121-year historical real return on long-term government bonds...

2022-04-06 - Should you rent or buy a home? Why that calculation might be changing

Another upside is the fact that there's no capital gains tax on your primary ... Felix explains the concept on PWL Capital's website,...