Dan Bortolotti, CFP, CIM, is an associate portfolio manager and financial planner with PWL Capital Inc., a wealth management firm with offices in Ontario and Quebec (advisors are also licensed to work with clients in most other provinces). PWL Capital’s managed portfolio service helps clients reach their goals by combining investment management and ongoing financial planning.
Our team builds portfolios primarily using ETFs, and we are compensated directly from client fees rather than commissions on investment products. If you’re interested in working with a full-service advisor who uses the same strategies you’ve read about on this blog, contact us to set up a consultation.
Our clients pay up to 1% of assets under management, with that cost trending down as accounts gets larger. This fee includes an Investment Policy Statement (IPS), portfolio construction and monitoring, semiannual portfolio reviews including personal rates of return, tracking of adjusted cost base and capital gain/loss reporting. Assets are held in accounts in the client’s name by our carrying broker, National Bank Correspondent Network. Minimum family account size is $500,000.
PWL Capital Inc. (Toronto)
(416) 203-0067 or toll free 1-866-242-0203
PWL Capital Inc. (Ottawa)
(613) 237-5544 or toll free 1-800-230-5544
PWL Capital Inc. (Waterloo)
(519) 880-0888 or toll free 1-877-517-0888
PWL Capital Inc. (Montreal)
(514) 875-7566 or toll free 1-800-875-7566
Anthony S. Layton, MBA, CIM – Chairman & CEO, Portfolio Manager
James Parkyn, C. Admin., F.Pl., CIM, FCSI – Portfolio Manager
Peter Guay, CFA – Portfolio Manager
François Doyon La Rochelle, CFA – Portfolio Manager and Financial Analyst
Shweta Shrivastava, CIM – Portfolio Manager