PWL Capital Inc
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PWL Capital Inc Employees
Employee
Years
Job
Industry
Max George Lane Max George Lane's PWL Capital Inc Experience November 2013 - Present
Job Investment Advisor at PWL Capital Inc
Industry Financial Services
Experience
PWL Capital Inc November 2013 - Present
PWL Capital January 2013 - November 2013
Skills
Portfolio Management, Investment Management, Investment Strategies, Asset Allocation, Retirement Planning, ETFs, Wealth Management, Investment Advisory, Equities, Asset Management, Securities, Investments, Excel, Prezi, Financial Planning, Tax planning, Mutual Funds
Education
University of Guelph 2006 — 2011
Bachelor of Science (BSc), Mathematics
University of Ottawa / Université d'Ottawa 2011 — 2012
Bachelor of Science (BS), Mathematics
Glebe Collegiate Institute 2004 — 2006
High School Diploma
Ashbury
PWL Capital Inc November 2013 - Present
PWL Capital January 2013 - November 2013
Skills
Portfolio Management, Investment Management, Investment Strategies, Asset Allocation, Retirement Planning, ETFs, Wealth Management, Investment Advisory, Equities, Asset Management, Securities, Investments, Excel, Prezi, Financial Planning, Tax planning, Mutual Funds
Education
University of Guelph 2006 — 2011
Bachelor of Science (BSc), Mathematics
University of Ottawa / Université d'Ottawa 2011 — 2012
Bachelor of Science (BS), Mathematics
Glebe Collegiate Institute 2004 — 2006
High School Diploma
Ashbury
Raymond Kerzérho's PWL Capital Inc Experience 2001 - Present
Job Director of Research, PWL Capital Inc.
Industry Financial Services
Experience
PWL Capital Inc. 2001 - Present
McGill University 2013 - 2013
National Bank of Canada 1994 - 2000
Laurentian Bank of Canada 1989 - 1994
Skills
Asset Alocation, Portfolio Construction, Asset Class Valuation, Index Investing, Asset Allocation, Portfolio Management, Fixed Income, Investments, Financial Markets, Bonds, Valuation, Investment Strategies, Investment Management, Asset Management, ETFs, Investment Advisory, Proprietary Trading, Wealth Management, Pension Funds, Equities
Education
Canadian Pension and Benefit Institute (CPBI) 2013 — 2013
Pension Plans - level 1
CFA Institute 2003 — 2012
Continuing Education Program
IIROC
PDO, Partners, Directors and Officers Exam
Toastmasters International 2000 — 2001
Public speaking
CFA Institute 1990 — 1992
CFA
Université Laval 1987 — 1989
MBA, Finance - Mergers and Acquisitions
HEC Montréal 1984 — 1987
BAA, Finance
PWL Capital Inc. 2001 - Present
McGill University 2013 - 2013
National Bank of Canada 1994 - 2000
Laurentian Bank of Canada 1989 - 1994
Skills
Asset Alocation, Portfolio Construction, Asset Class Valuation, Index Investing, Asset Allocation, Portfolio Management, Fixed Income, Investments, Financial Markets, Bonds, Valuation, Investment Strategies, Investment Management, Asset Management, ETFs, Investment Advisory, Proprietary Trading, Wealth Management, Pension Funds, Equities
Education
Canadian Pension and Benefit Institute (CPBI) 2013 — 2013
Pension Plans - level 1
CFA Institute 2003 — 2012
Continuing Education Program
IIROC
PDO, Partners, Directors and Officers Exam
Toastmasters International 2000 — 2001
Public speaking
CFA Institute 1990 — 1992
CFA
Université Laval 1987 — 1989
MBA, Finance - Mergers and Acquisitions
HEC Montréal 1984 — 1987
BAA, Finance
Jennifer Vachon Jennifer Vachon's PWL Capital Inc Experience August 2014 - Present
Job Senior Director, Operations & Compliance/Directrice Principale, Opérations et de la conformité at PWL Capital Inc
Industry Financial Services
Experience
PWL Capital Inc August 2014 - Present
Standard Life January 2012 - July 2014
AXA Assurances inc. November 2010 - December 2011
National Bank of Canada August 2009 - October 2010
NBCN Inc August 2008 - August 2009
NBCN Inc. November 2007 - August 2008
NBCN Inc. September 2004 - November 2007
NBCN Inc. September 1999 - September 2004
Skills
Mutual Funds, Management, Investments, Wealth Management, Securities, Financial Services, Insurance, Risk Management, Retirement Planning, Finance, Derivatives, Strategic Planning, Canadian Securities...
Education
Bishop's University 1996 — 1999
BBA, major Finance, minor Economics
Champlain Regional College 1993 — 1996
DEC, Techniques Administratives, Comptabilité
PWL Capital Inc August 2014 - Present
Standard Life January 2012 - July 2014
AXA Assurances inc. November 2010 - December 2011
National Bank of Canada August 2009 - October 2010
NBCN Inc August 2008 - August 2009
NBCN Inc. November 2007 - August 2008
NBCN Inc. September 2004 - November 2007
NBCN Inc. September 1999 - September 2004
Skills
Mutual Funds, Management, Investments, Wealth Management, Securities, Financial Services, Insurance, Risk Management, Retirement Planning, Finance, Derivatives, Strategic Planning, Canadian Securities...
Education
Bishop's University 1996 — 1999
BBA, major Finance, minor Economics
Champlain Regional College 1993 — 1996
DEC, Techniques Administratives, Comptabilité
Anthony Layton Anthony Layton's PWL Capital Inc Experience 1997 - Present
Job Owner, PWL Capital Inc.
Industry Investment Management
Experience
PWL Capital Inc. 1997 - Present
T. E. Financial 1980 - 1995
IBM Canada 1977 - 1980
IBM 1977 - 1980
Skills
Investments, Investment Advisory, Retirement Planning, Wealth Management, Wealth, Strategic Financial..., Asset Allocation, Personal Finance, Investment Management, Wealth Accumulation, Risk Management, Mergers & Acquisitions, Asset Managment, Investment Strategies, Estate Planning, Financial Planners, Financial Advisory, Retirement, Portfolio Management, ETFs, Financial Services, Asset Management, Equities, Alternative Investments, High Net Worth..., Mutual Funds, Pensions, Wealth Management..., Securities, Trusts, Fixed Annuities, Bonds, Finance, Capital Markets, Financial Planning
Education
McGill University 1978 — 1984
MBA
Queen's University 1970 — 1974
Hons BA, Philosophy
tcs
PWL Capital Inc. 1997 - Present
T. E. Financial 1980 - 1995
IBM Canada 1977 - 1980
IBM 1977 - 1980
Skills
Investments, Investment Advisory, Retirement Planning, Wealth Management, Wealth, Strategic Financial..., Asset Allocation, Personal Finance, Investment Management, Wealth Accumulation, Risk Management, Mergers & Acquisitions, Asset Managment, Investment Strategies, Estate Planning, Financial Planners, Financial Advisory, Retirement, Portfolio Management, ETFs, Financial Services, Asset Management, Equities, Alternative Investments, High Net Worth..., Mutual Funds, Pensions, Wealth Management..., Securities, Trusts, Fixed Annuities, Bonds, Finance, Capital Markets, Financial Planning
Education
McGill University 1978 — 1984
MBA
Queen's University 1970 — 1974
Hons BA, Philosophy
tcs
Marina Krupnik Marina Krupnik's PWL Capital Inc Experience August 2015 - Present
Job Investment Advisor at PWL Capital Inc.
Industry Financial Services
Experience
PWL Capital Inc August 2015 - Present
PWL Capital Inc April 2015 - July 2015
BMO Private Banking May 2011 - March 2015
Bank of Montreal August 2010 - May 2011
RBC August 2009 - August 2010
Federation CJA October 2008 - January 2009
Skills
Mutual Funds, Investment Management, Relationship Management, Investments, Wealth Management, Investment Strategies, Portfolio Management
Education
Concordia University 2007 — 2010
B.Comm, Finance, International Business
Université Paris Dauphine 2009 — 2009
B.Comm, Finance
Dawson College 2007 — 2009
DEC, health science
Dawson College 2007 — 2009
DEC, health science
PWL Capital Inc August 2015 - Present
PWL Capital Inc April 2015 - July 2015
BMO Private Banking May 2011 - March 2015
Bank of Montreal August 2010 - May 2011
RBC August 2009 - August 2010
Federation CJA October 2008 - January 2009
Skills
Mutual Funds, Investment Management, Relationship Management, Investments, Wealth Management, Investment Strategies, Portfolio Management
Education
Concordia University 2007 — 2010
B.Comm, Finance, International Business
Université Paris Dauphine 2009 — 2009
B.Comm, Finance
Dawson College 2007 — 2009
DEC, health science
Dawson College 2007 — 2009
DEC, health science
Tessa Felix's PWL Capital Inc Experience January 2014 - Present
Job Investment Advisor at PWL Capital Inc
Industry Investment Management
Experience
PWL Capital Inc January 2014 - Present
PWL Capital Inc January 2014 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Teaching, Photoshop, Event Planning, Event Management, Teamwork, Time Management, Social Networking, Team Leadership, Investments, Social Media
Education
Saint Mary's University 2010 — 2012
Bachelor of Arts (B.A.), Psychology
Simon Fraser University 2008 — 2010
Bachelor of Arts (B.A.), Psychology
Brentwood College School 2003 — 2008
Highschool Diploma
PWL Capital Inc January 2014 - Present
PWL Capital Inc January 2014 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Teaching, Photoshop, Event Planning, Event Management, Teamwork, Time Management, Social Networking, Team Leadership, Investments, Social Media
Education
Saint Mary's University 2010 — 2012
Bachelor of Arts (B.A.), Psychology
Simon Fraser University 2008 — 2010
Bachelor of Arts (B.A.), Psychology
Brentwood College School 2003 — 2008
Highschool Diploma
Justin Bender, CFA, CFP's PWL Capital Inc Experience November 2007 - Present
Job Portfolio Manager at PWL Capital Inc.
Industry Investment Management
Experience
PWL Capital Inc. November 2007 - Present
PWL Advisors Inc. November 2007 - Present
Invesco Trimark April 2006 - October 2007
Skills
Investment Strategies, Strategic Financial..., Investment Advisory, ETFs, Retirement Planning, Investment Management, Asset Allocation, Wealth Management, Investments, Weightlifting, Mutual Funds, Portfolio Management, Estate Planning, Financial Planners, Wealth, Wealth Management..., Financial Planning
Education
Financial Planning Standards Council
CFP, Financial Planning
University of Guelph
B.Comm, Finance
PWL Capital Inc. November 2007 - Present
PWL Advisors Inc. November 2007 - Present
Invesco Trimark April 2006 - October 2007
Skills
Investment Strategies, Strategic Financial..., Investment Advisory, ETFs, Retirement Planning, Investment Management, Asset Allocation, Wealth Management, Investments, Weightlifting, Mutual Funds, Portfolio Management, Estate Planning, Financial Planners, Wealth, Wealth Management..., Financial Planning
Education
Financial Planning Standards Council
CFP, Financial Planning
University of Guelph
B.Comm, Finance
Marc Stern Marc Stern's PWL Capital Inc Experience 2008 - 2010
Job MBA,CPA,CA,CIM,DMS,FCSI,Pl.F
Industry Financial Services
Experience
Marc Stern Consulting July 2015 - Present
Industrial Alliance January 2010 - July 2015
PWL Capital Inc 2008 - 2010
Investpro Securities Inc. 2006 - 2008
Desjardins Securities 2003 - 2006
Dundee Securities ltd. 1999 - 2003
National Bank Financial 1992 - 1999
Claridge Properties & Company Limited 1986 - 1991
Peat Marwick 1980 - 1986
Skills
MBA, CA, CIM, DMS,..., Derivatives, Wealth Management, Investments, Mutual Funds, Securities, Strategic Financial..., Equities, Portfolio Management, Asset Management, Capital Markets, Retirement Planning, Investment Advisory, Financial Analysis, Investment Strategies, Financial Modeling, Alternative Investments, Hedge Funds, Investment Banking, Options Strategies, Financial Services, Financial Markets, Personal Finance, Investment Management, Asset Allocation, Bloomberg, Bonds, Options, Fixed Income, ETFs, Equity Research, Financial Advisory, Trading, Due Diligence, Wealth, Private Equity, Structured Products, Equity Valuation, Valuation, Equity Trading, Hedging, Equity Derivatives
Education
McGill University
Diploma in Public Accounting
Pace University - Lubin School of Business
Pace University, MBA Finance
University of Cincinnati BA, Pace University MBA McGill University
University of Cincinnati, BA
École de technologie supérieure
Marc Stern Consulting July 2015 - Present
Industrial Alliance January 2010 - July 2015
PWL Capital Inc 2008 - 2010
Investpro Securities Inc. 2006 - 2008
Desjardins Securities 2003 - 2006
Dundee Securities ltd. 1999 - 2003
National Bank Financial 1992 - 1999
Claridge Properties & Company Limited 1986 - 1991
Peat Marwick 1980 - 1986
Skills
MBA, CA, CIM, DMS,..., Derivatives, Wealth Management, Investments, Mutual Funds, Securities, Strategic Financial..., Equities, Portfolio Management, Asset Management, Capital Markets, Retirement Planning, Investment Advisory, Financial Analysis, Investment Strategies, Financial Modeling, Alternative Investments, Hedge Funds, Investment Banking, Options Strategies, Financial Services, Financial Markets, Personal Finance, Investment Management, Asset Allocation, Bloomberg, Bonds, Options, Fixed Income, ETFs, Equity Research, Financial Advisory, Trading, Due Diligence, Wealth, Private Equity, Structured Products, Equity Valuation, Valuation, Equity Trading, Hedging, Equity Derivatives
Education
McGill University
Diploma in Public Accounting
Pace University - Lubin School of Business
Pace University, MBA Finance
University of Cincinnati BA, Pace University MBA McGill University
University of Cincinnati, BA
École de technologie supérieure
Peter Guay, CFA's PWL Capital Inc Experience December 2004 - Present
Job Portfolio Manager and Financial Planner
Industry Financial Services
Experience
PWL Capital Inc December 2004 - Present
Canadian International Council - Montreal Branch February 2009 - June 2012
Canadian International Council - Montreal Branch November 2009 - November 2011
U.S. Department of State September 2011 - September 2011
Bombardier Aerospace 2002 - 2002
Skills
Wealth Management, Financial Planning, Estate Planning, Portfolio Management, Asset Allocation, Retirement Planning, Investments, Asset Management, Investment Advisory, Risk Management, Equities, Investment Strategies, Investment Management, Securities, ETFs, Capital Markets, Valuation, Bloomberg, Alternative Investments, Financial Services, Financial Modeling, Bonds
Education
Cornell University - S.C. Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Queen's University 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Institut Québecois de Planification Financière 2010 — 2011
Financial Planner, Financial Planning
CFA Institute 2006 — 2008
CFA, Finance
McGill University 1999 — 2003
Bachelor of Engineering, Mechanical
Dawson College 1997 — 1999
D.E.C., Pure & Applied Sciences
Loyola High School 1992 — 1997
High School
PWL Capital Inc December 2004 - Present
Canadian International Council - Montreal Branch February 2009 - June 2012
Canadian International Council - Montreal Branch November 2009 - November 2011
U.S. Department of State September 2011 - September 2011
Bombardier Aerospace 2002 - 2002
Skills
Wealth Management, Financial Planning, Estate Planning, Portfolio Management, Asset Allocation, Retirement Planning, Investments, Asset Management, Investment Advisory, Risk Management, Equities, Investment Strategies, Investment Management, Securities, ETFs, Capital Markets, Valuation, Bloomberg, Alternative Investments, Financial Services, Financial Modeling, Bonds
Education
Cornell University - S.C. Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Queen's University 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Institut Québecois de Planification Financière 2010 — 2011
Financial Planner, Financial Planning
CFA Institute 2006 — 2008
CFA, Finance
McGill University 1999 — 2003
Bachelor of Engineering, Mechanical
Dawson College 1997 — 1999
D.E.C., Pure & Applied Sciences
Loyola High School 1992 — 1997
High School