“Our purchasers belief us to stay relentlessly client-focused,” they stated. “PWL shares our values. Becoming a member of forces lets us protect our tradition whereas delivering even larger assets, analysis, and expertise to the households we serve.”
PWL positions itself as a challenger to the dominance of bank-led advisory fashions, providing a particular method rooted in transparency, fiduciary obligation, and evidence-based investing. The agency additionally invests in training and thought management, producing assets such because the Rational Reminder podcast, one in all Canada’s top-ranked enterprise and investing reveals.
Earlier this 12 months, PWL introduced that it was being acquired by US monetary providers agency OneDigital and could be operated as a 100% owned independently operated subsidiary. Its advisors have been reassured that nothing would change when it comes to how the enterprise is run or its values.
The TCM acquisition is the primary in a deliberate sequence of strategic partnerships for PWL, every geared toward bringing collectively unbiased companies dedicated to reworking the best way Canadians expertise monetary planning and funding recommendation.
“This acquisition isn’t just about progress; it is about aligning with companies that share our imaginative and prescient of a more healthy, extra equitable monetary system,” stated Cameron Passmore, CEO of PWL. “Collectively, we’ll proceed to strategically choose different like-minded companies to hitch us on this mission.”