Find An Advisor

Dan Bortolotti is a consultant with PWL Advisors, the planning arm of PWL Capital Inc., a wealth management firm with offices in Ontario and Quebec (advisors may also be licensed to work with clients in other provinces). PWL Capital’s managed portfolio service helps clients reach their goals by combining investment management and ongoing financial planning. PWL advisors build portfolios using ETFs and Dimensional Funds and 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 one of the PWL Capital offices to set up a consultation or download our brochure to learn more about our services.

Canadian Couch Potato and the Toronto office of PWL Capital also offer a unique flat-fee service for investors who want to manage their own ETF portfolios but need help getting started.

Clients of PWL Capital pay 1% to 1.5% of assets under management, trending down as total size of family accounts gets larger. This fee includes Investment Policy Statement (IPS), portfolio construction and monitoring, annual or semi-annual portfolio reviews including personal rates of return, adjusted cost base (ACB) and capital gain/loss reporting. Assets are held in accounts in the client’s name by our carrying broker, TD Waterhouse Canada Inc. Minimum family account size is $500,000.

Toronto

PWL Capital Inc. (Toronto)
(416) 203-0067 or toll free 1-866-242-0203

Justin Bender, CFA, CFP – Portfolio Manager
Shannon Dalziel, B. Comm. – Investment Advisor
Dan Bortolotti – Financial Planning Consultant

Ottawa

PWL Capital Inc. (Ottawa)
(613) 237-5544 or toll free 1-800-230-5544

Cameron Passmore, CIM, FMA, FCSI – Portfolio Manager
Nancy Graham, CA, CIM, CFP, TEP – Portfolio Manager

Waterloo

PWL Capital Inc. (Waterloo)
(519) 880-0888 or toll free 1-877-517-0888

Graham Westmacott, CFA – Investment Advisor and Associate Portfolio Manager
Susan Daley – Investment Advisor

Montreal

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
Nikolas Androutsos – Investment Advisor and Associate Portfolio Manager