PWL Capital Inc

Video & Podcast Editors: I have a job for you! Our content team is expanding and we are looking for another Video & Podcast Producer to join our team. Is this for you? 💙 You LOVE understanding how algorithms on YouTube, Spotify, and Apple Podcasts work. 💙 You have previous experience in video and audio editing. Including motion graphics and animation. 💙 You have an eye for what looks good and how to line up a scene. 💙 You can ninja edit content by bringing complex ideas to life. Interested? Want to learn more? Check it out here ➡️ https://lnkd.in/e9fcjf3N Or DM me! #podcastproduction #animation #videoeditor #newjob

Financial planning starts with one question. What do you want your wealth to make possible? Explore your answer with our Financial Goals Tool. Try it here: https://lnkd.in/eZR7Yk-d  - La planification financière commence par une question. Que souhaitez-vous rendre possible grâce à votre patrimoine? Découvrez la réponse avec notre outil Objectifs financiers. Essayez-le ici: https://lnkd.in/eZR7Yk-d 

Saving for a down payment? Where you put that money depends on one thing: how certain your timeline is. Know exactly when you'll need the cash? GICs that match that date are the safer bet. Timeline more flexible? You can afford to take on more risk with equities, especially if you're happy renting a bit longer. One of our advisors did exactly this. Stayed fully invested in equities while house hunting, only pulled the down payment once they found the place. Not GICs vs stocks. It's how fixed your goal is. Want a plan built around your timeline? Contact us: https://lnkd.in/eMUrsWZU - Vous épargnez pour un apport personnel? Le choix de l'placement dépend d'un seul facteur: le degré de certitude de votre calendrier. Vous savez exactement quand vous aurez besoin de cet argent? Les CPG dont l'échéance correspond à cette date constituent le choix le plus sûr. Votre calendrier est plus souple? Vous pouvez alors vous permettre de prendre davantage de risques avec des actions, surtout si cela ne vous dérange pas de rester en location un peu plus longtemps. C’est exactement ce qu’a fait l’un de nos conseillers. Il a conservé l’intégralité de son capital investi en actions pendant sa recherche de logement, et n’a retiré l’apport qu’une fois qu’il a trouvé la maison de ses rêves. La question n’est pas de choisir entre les CPG et les actions, mais de savoir dans quelle mesure votre objectif est fixe. Vous souhaitez un plan adapté à votre calendrier? Contactez-nous: https://lnkd.in/efkvAy_4

Retirement planning looks different for every woman. Career changes. Time away from work. Living longer. These milestones can all shape what retirement looks like and how much you'll need. Our free Retirement Guide can help you think through the numbers and the decisions that matter most. Download your copy: https://lnkd.in/enH37UFb - La planification de la retraite est différente pour chaque femme. Changements de carrière. Pauses professionnelles. Espérance de vie plus longue. Tous ces facteurs peuvent influencer votre retraite et le montant dont vous aurez besoin. Notre guide gratuit sur la retraite vous aide à réfléchir aux chiffres et aux décisions qui comptent vraiment. Téléchargez votre exemplaire: https://lnkd.in/enH37UFb

Most people think financial freedom means retiring at 40 after years of extreme saving. For most of us, that version isn't the goal and it isn't the point. This 💰 Wealth Wisdom Wednesday 💰 we're breaking it down into five building blocks that actually make sense for real life, starting wherever you are right now. Swipe through and see where you already stand. You might surprise yourself. Want a second set of eyes on the full picture? That's exactly what the PWL Capital team is here for. Link in bio. - La plupart des gens pensent que la liberté financière, c’est prendre sa retraite à 40 ans après des années d’économies drastiques. Pour la plupart d’entre nous, ce n’est ni l’objectif ni l’essentiel. Pour ce 💰Les Mecredis De La Sagesse Patrimoniale💰, nous décomposons ce concept en cinq piliers qui s’appliquent concrètement à la vie de tous les jours, quel que soit votre point de départ. Faites défiler pour voir où vous en êtes déjà. Vous pourriez vous surprendre. Vous souhaitez un deuxième regard pour avoir une vue d’ensemble? C’est exactement pour cela que l’équipe de PWL Capital est là. Lien dans la bio.

Congratulations to IAFP® member Louai Bibi, CFP®, CIM®, R.F.P.®, on being named the 2026 National Financial Planning Awards winner! Louai's award-winning financial plan demonstrated the depth of thinking that exceptional planning requires, balancing technical complexity with the human realities behind every financial decision. His case challenged him to navigate corporate planning, tax considerations, property holdings, and, ultimately, a family's changing priorities as they adapted to the unique care needs of their son. His work is a reminder that the most effective financial plans aren't defined by numbers alone. They are built on understanding the people behind them. We are proud to celebrate Louai's achievement and recognize him as an outstanding example of the professionalism, technical excellence, and client-first approach that the R.F.P.® designation represents. Congratulations, Louai!

Most professionals spend more time planning their next vacation than their retirement. Fair, the math feels murky and nobody hands you a straight answer. We built a free guide based on actual research, not vibes, to help you find your number. Download it here: https://lnkd.in/eHTa6_fj - La plupart des professionnels passent plus de temps à planifier leurs prochaines vacances qu'à planifier leur retraite. On comprend, les chiffres semblent flous et personne ne donne de réponse claire. Nous avons créé un guide gratuit basé sur de vraies données, pas sur des impressions, pour vous aider à trouver votre chiffre. Téléchargez-le ici: https://lnkd.in/eHTa6_fj

It’s official! Louai Bibi, CFP®, CIM®, R.F.P. is the winner of the 2026 National Financial Planning Awards. Louai presented a case study that was both complex and intimate. It was the story of a high-income couple with important careers, property holdings, and corporate tax considerations in the mix … … before finally hitting a point where they need to rebalance their high-stress life to meet the unique care needs (and fleeting childhoods) of their daughters. “Personal finance is personal,” says Louai, an Ottawa-based financial planner, who works as a Wealth Advisor and Associate Portfolio Manager with PWL Capital. “There’s always research and evidence and data that we can lean on, but at the end of the day, people have to feel that everything will be OK.” By speaking to both the head and the heart, and presenting a plan that went the extra mile, Louai’s work stood out to win the 2026 NFPAs 🏆 Please join us in congratulating Louai Bibi, CFP®, CIM®, R.F.P., thanking our sponsors, and applauding all of this year’s competitors. To learn about Louai Bibi and the work that won him the 2026 National Financial Planning Awards, read this Globe Advisor article → https://lnkd.in/gSYy7H_R

"PWL and the industry, we haven't always taken the same path." That's how Brenda Bartlett opens up about her nearly 40 year career in our latest interview. She talks about leaving big bank life for something messier and more entrepreneurial, learning the hard way that you can move a giant institution two inches to the left, but it might take two years. From there to building PWL into what it is today. Read the full story: https://lnkd.in/e8bFgG5C - « PWL et l'industrie, on n'a pas toujours emprunté le même chemin. » C'est ainsi que Brenda Bartlett commence à raconter ses presque 40 ans de carrière dans notre dernière entrevue. Elle parle de son départ des grandes institutions vers quelque chose de plus entrepreneurial, et de cette leçon apprise à la dure: on peut déplacer un gros bateau de deux pouces, mais ça peut prendre deux ans. De là jusqu'à la construction de PWL telle qu'on la connaît aujourd'hui. Lisez l'entrevue complete: https://lnkd.in/e8bFgG5C

One partner wants to travel. The other wants to put every extra dollar toward the house. It's easy for that conversation to turn into who's being "responsible" and who's not. But as Shannon Lee Simmons points out, that's often not what's happening. More often, it's two people with different values trying to make decisions together. A good financial planner doesn't decide who's right. They help couples understand those differences, make tradeoffs, and build a plan they can both live with. That's advice that goes well beyond investment returns. Watch the full conversation with Shannon Lee Simmons in Episode 415 of the Rational Reminder Podcast: https://lnkd.in/eDt6VfPB - L'un des partenaires souhaite voyager. L'autre préfère consacrer chaque dollar supplémentaire à l'achat de la maison. Cette discussion peut facilement dégénérer en un débat pour savoir qui est « responsable » et qui ne l'est pas. Mais comme le souligne Shannon Lee Simmons, ce n'est souvent pas ce qui se passe. Le plus souvent, il s'agit simplement de deux personnes aux valeurs différentes qui tentent de prendre des décisions ensemble. Un bon conseiller financier ne se prononce pas sur qui a raison. Il aide les couples à comprendre ces différences, à faire des compromis et à élaborer un plan qui convienne aux deux. C’est un conseil qui va bien au-delà des rendements d’investissement. Découvrez l’intégralité de l’entretien avec Shannon Lee Simmons dans l’épisode 415 du podcast Rational Reminder: https://lnkd.in/e-8r-dGs