Let’s Build Your Next Chapter Together

We're uniting Canada's top evidence-based advisors under one mission coast to coast.

Start a Confidential Conversation
20250812_M&A_Banner_a

Why Advisors Choose PWL

We are not a loose affiliation of independent advisors. We are a truly integrated team built around a shared philosophy, a planning-first approach, and a platform designed to help advisors do their best work.

Planning-focused, academically grounded

We are planning first grounded in academic research and delivered with fiduciary care .

A Culture Built for Advisors Like You

Our collaborative team of professionals delivers higher quality advice through shared expertise.

Technology That Works for You

Our proprietary data lake and purpose built technology ecosystem work together, from custom CRM and digital client onboarding to our integrated financial planning tools.

Equity Opportunity Through OneDigital

As part of the OneDigital family, advisors can qualify for an equity stake with value created across multiple business lines, not just wealth management.

One Philosophy. One Platform. One Brand.

Many successful advisors reach a point where running the business becomes harder than serving clients. PWL is here to solve that problem.

We partner with advisors who want to:

  • Reduce operational complexity

  • Gain scale without losing independence

  • Create liquidity from the firm they built

  • Transition clients to a long-term planning platform

We have made deliberate choices to serve clients better, work together as a unified team, and to build a firm where serious financial planners can scale with integrity. PWL is not a platform that leaves you alone to figure it all out. We're a firm built for advisors who want to spend their energy where they can have the greatest impact. 

20250812_M&A_Module_a

PWL Capital by the Numbers

$7B+
Assets Under Management
(Jan. 2026)

30+
Years Serving Canadians

2700+
Client Families

 100+
Employees to Support You 

4
Advisor Teams Joined Since 2025

Remote Work
With National Client Base Across Canada

We were building an independent, planning-focused firm committed to client outcomes - PWL gave us the research depth and expertise to serve our clients at a truly world-class level.

2025 - Brett
Wealth Advisor, Investment Advisor, CFP, CIM Brett Watt

With the PWL platform supporting us, we get to focus on helping our clients make unbiased decisions around their finances and what works for them rather than looking for reasons to fit a product into a potential solution.

2025 - Trevor
Wealth Advisor, Investment Advisor Trevor Daigle

We saw in PWL the blueprint for what modern financial planning should become: integrated, fiduciary, and relentlessly client first. We simply could not find another firm in Canada building with this same clarity of purpose and approach. Becoming part of that vision allows us to contribute to something larger than ourselves and expand what is possible for Canadian families.

2025 - TCM Connor
Senior Wealth Advisor, Portfolio Manager, CIM, CFP Connor Hewson

Hear From Advisors That Have Joined PWL

ADVISOR INSIGHTS
Finding the Right Partner

The fear of losing their independence and autonomy had Brett and Trevor first decline wanting to join PWL. Being fans of the Rational Reminder podcast and still curious about the firm, they traveled to Ottawa for an in person visit to meet some more members of the team.

It was after this visit that showed them two things 1) PWL's culture is consistently applied through all levels of the firm and 2) after seeing the opportunity in front of them it wasn't something they could unsee.

Listen to Brett and Trevor discuss the importance of due diligence in choosing the right firm to join. 

ADVISOR INSIGHTS
Continuing the Legacy

Coming from a legacy firm that began with their grandfather, Taylor and Connor knew that the decision to scale their business was not just about joining any regular firm.

They realized that what they wanted most was not to take care of the day-to-day of running a business, but to focus on the craft of financial planning.

Listen to Taylor and Connor Hewson discuss why they joined PWL and what was important to them during the transition process. 

Join our advisor newsletter

 Be the first to know about upcoming events and webinars. 
PODCAST

The Best Investment Advice May Seem Kind of Boring

In this episode of The Informed Investor podcast, Dimensional’s Mark Gochnour, Head of Global Client Services, speaks with Cameron Passmore about his biggest takeaways from the Rational Reminder podcast and the homespun advice that every investor needs to hear. 

LEARN MORE
cp interview 2
WEBINAR RECAP

Financial Advisors: What Is Your Next Chapter?

Watch the recording of our last webinar we hosted on February 25.  

WATCH NOW
PRESS RELEASE

PWL Capital Celebrates 30 Years of Evidence-Based Wealth Management

Celebrating three decades of changing the Canadian financial landscape.

LEARN MORE
20250812_M&A_Banner_Group
FAQ

You've Got Questions? We have the answers.

Check our FAQs for common questions. If you can’t find what you’re looking for, reach out to us and we will be happy to respond.

Is My inquiry / conversation kept confidential?

Yes, absolutely. Every conversation is 100% confidential.

We understand that exploring a sale is a significant and sensitive decision and we treat it that way from the very first call.

Nothing is shared internally or externally without your knowledge and consent. 

What kind of practice is PWL looking for?

We're looking for advisors who share our evidence-based investment philosophy and our commitment to putting clients first.

If you've built a fee-based, planning-focused practice and you care deeply about how your clients are served after you're gone, we want to talk.

What does the deal structure look like?

Our acquisitions are structured as a combination of cash at close, an earnout tied to client retention, and equity participation in PWL Capital / OneDigital. The specific mix is tailored to your situation as we believe there's no one-size-fits-all formula. We'll be transparent about how each component works and what it means for you.

How long does the process take?

It varies. Some acquisitions move quickly; others take more time as advisors evaluate their options, consult with family, or wait for the right moment. There's no deadline on our end. When you're ready to move, we'll match your pace. 

What happens to my clients?

Client continuity is central to how we approach every acquisition. Your clients will be served by a team that shares the values you built your practice on. We have a rigorous transition process designed to preserve relationships, minimize disruption, and ensure your clients feel supported through every step.

Do I have to keep working after the sale?

Post-acquisition roles are entirely flexible. Some advisors stay on for a defined transition period to ensure a smooth handoff. Others remain with PWL in an ongoing capacity because they love the work. And some step away entirely. We'll build a plan around what's right for you.

Why PWL and not another acquirer?

Most acquirers want your AUM. We want your clients to thrive and your legacy to mean something after you leave. PWL is not a roll-up.

We're a unified team with a single philosophy, and every practice we bring in is integrated into that and not left to operate in isolation. If protecting what you've built matters to you, that difference is worth a conversation. 

 Start a Confidential Conversation

All inquiries are confidential and handled directly by our transition team.