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.

Doug S.

My wife and I have been clients of PWL for close to 5 years now and I wish we would have found them sooner. Despite the level of growth they have experienced since, they have provided a level of service that is extremely rare and has exceeded our expectations. Our initial introduction to PWL was working with Ben Felix but as he transitioned to a larger role within PwL and YouTube superstardom we have been fortunate enough to be continually guided by Ben Wilson. Ben and Ben, though different in stature are equal in approach and have offered the same responsive , educated, and genuinely empathetic answers to our many questions. We often joke about how are meetings can feel like therapy sessions as the PWL team listen patiently to any concerns and leave us feeling like valued clients . We have felt like PWL has been along with us through the purchase of our dream house (after many years of searching ) achieving some recent personal financial goals and planning for our retirement.

Most importantly, they have been incredible at taking the emotion out of money but not out of dealing with us.

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.