PWL Capital Inc

Investment Management • Montreal, Quebec, Canada • 101-200 Employees

Company overview

Headquarters	3400 de Maisonneuve Ouest, Suite 1501, │ Montreal, Quebec H3Z 3B8, CA
Phone number	+15148757566
Website	pwlcapital.com
NAICS	5231
SIC	621
Keywords	Risk Management, Succession Planning, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning, Tax Planning & Management, Philanthropic Strategy, Behavioural Coaching, Investment Management And Advice, Member: Canadian Investor Protection Fund (Cipf), Family Office - Legacy Planning & Management, Legacy Planning & Management – Trusts, Cefex Accredited
Founded	1996
Employees	101-200
Socials

Key Contacts at PWL Capital Inc

Anthony Layton

Owner & Ceo

James Parkyn

Co-Founder, Portfolio Manager And Team Lead Co-Host Capital Topics En & Sujet Capital Fr Podcast

Quynh Nhu Cpa

Director Of Finance

PWL Capital Inc Email Formats

PWL Capital Inc uses 5 email formats. The most common is {first initial}{last name} (e.g., jdoe@pwlcapital.com), used 71.4% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@pwlcapital.com	71.4%
{last name}{last name}	doedoe@pwlcapital.com	17.5%
{first name}	john@pwlcapital.com	7.9%
{2char}	{2char}@pwlcapital.com	1.6%
{last name}	doe@pwlcapital.com	1.6%

About PWL Capital Inc

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. -----

PWL Capital Inc revenue & valuation

Annual revenue	$12,600,000
Revenue per employee	$120,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$40,300,000
Total funding	No funding

Employees by Management Level

Total employees: 101-200

Seniority

Employees

Entry

Manager

Senior

Employees by Department

PWL Capital Inc has 59 employees across 13 departments.

Departments

Number of employees

Funding Data

PWL Capital Inc has never raised funding before.

PWL Capital Inc Tech Stack

Discover the technologies and tools that power PWL Capital Inc's digital infrastructure, from frameworks to analytics platforms.

jQuery CDN

CDN

reCAPTCHA

Security

Redux

JavaScript frameworks

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

Twitter Emoji

Font scripts

jQuery

JavaScript libraries

HubSpot Analytics

Analytics

HTTP/3

Miscellaneous

PHP

Programming languages

WordPress

Blogs

Frequently asked questions

PWL Capital Inc is located in Montreal, Quebec, CA.

You can reach PWL Capital Inc at +15148757566.

PWL Capital Inc was founded in 1996, making it 30 years old. The company has established itself as a significant player in its industry over this time.

PWL Capital Inc has approximately 101-200 employees. The company continues to grow its workforce to support its business operations and expansion.