PWM Capital

PWM Capital

  • 4195 Dundas St W
  • Etobicoke, Ontario
  • M8X 1Y4

Description

The benefits of independent advice backed by the reliability of world-class strategic partners. PWM Capital is an independent Broker. PWM evolved from its roots as a division of Penson Financial Services Canada, a subsidiary of Penson Worldwide, the largest Independent Carrying Broker in the world. PWM maintains its working relationship with Penson Canada through an agreement with Penson acting as the back office support and services provider. PWM conducts business independently with the support of world-class strategic partners . Managing Partners are a seasoned Chartered Accountant who serves as the Compliance Officer and a CIM/FCSI designated investment professional. Member of the Investment Industry Regulatory Organization of Canada ( IIROC ), and the Canadian Investment Protection Fund ( CIPF ). Accounts at PWM Capital carry CIPF insurance per account of up to $1 million per account and an additional $9 million through a private insurance group.

Products & services

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