OneDigital, an insurance, financial services and HR consulting firm, announced its investment in PWL Capital (PWL), an independent wealth management firm headquartered in Montreal.
This strategic partnership signifies OneDigital’s first international expansion, leveraging an established leadership team and platform to deliver a client- and planning-first fiduciary structure to the Canadian market.
Founded in 1996, PWL Capital is one of Canada’s largest evidence-based, independent wealth management firms. With offices in Ottawa, Montreal and Toronto, the firm manages approximately $5.5 billion in client assets and provides tailored wealth management and financial planning services to more than 2,300 client families across Canada.
As part of this partnership, PWL will transition to the OneDigital brand while continuing to operate as an independent subsidiary.
