Dan Bortolotti

Portfolio Manager at PWL Capital Inc - │ Montreal, Quebec, CA

Dan Bortolotti's Colleagues at PWL Capital Inc
Matthew Hui

Investment Advisor, Trading Specialist

Contact Matthew Hui

Anne Griffith

Operations Administrator

Contact Anne Griffith

Matthew Gour

Associate Portfolio Manager

Contact Matthew Gour

Julia MacKinnon

Wealth Management Analyst

Contact Julia MacKinnon

View All Dan Bortolotti's Colleagues
Dan Bortolotti's Contact Details
HQ
416-203-0067
Location
Toronto, Ontario, Canada
Company
PWL Capital Inc
Dan Bortolotti's Company Details
PWL Capital Inc logo, PWL Capital Inc contact details

PWL Capital Inc

│ Montreal, Quebec, CA • 100 - 249 Employees
Investment Bank/Securities Brokerage

Integrity. Objectivity. Proven expertise.PWL Capital is an established independent wealth management boutique & Multi-Family Office in Quebec and Ontario, offering Canada's most discerning individuals and families personable but sophisticated wealth management services, integrated investment management, and financial planning (tax, retirement and estate strategies) based on time-tested institutional investment principles and proven academic insights. At PWL Capital we do not push products or have any hidden fees, so clients get unbiased advice. No hype. Just solid common sense. -----Intégrité. Objectivité. Expertise démontrée.PWL Capital est une boutique indépendante de gestion de patrimoine bien établie, ainsi qu'un bureau multifamilial, au Québec et en Ontario, qui offre à des individus et à des familles perspicaces du Canada des services de gestion de patrimoine à la fois personnalisés et de très grande qualité, des stratégies intégrées de gestion de placements, des services de planification de la retraite et de planification fiscale et successorale basés sur des principes d'investissement institutionnel et selon des théories ayant fait leurs preuves.Chez PWL Capital, nous ne vous vendons pas de produits et nous n'avons pas de frais cachés. Ainsi, nos clients reçoivent des conseils impartiaux. Aucune extravagance, mais plutôt un solide sens commun.-----www.pwlcapital.com/teams/layton-guay/www.pwlcapital.com/teams/nancygraham/www.pwlcapital.com/teams/passmore-felix/www.pwlcapital.com/teams/parkyn-doyon-la-rochelle/www.pwlcapital.com/teams/toronto/www.pwlcapital.com/teams/waterloo/-----

Risk Management Investment Management and Advice Wealth Management Member: Investment Industry Regulatory Organization of Canada (IIROC) Member: Canadian Investor Protection Fund (CIPF) Financial Planning Portfolio Management Family Office - Legacy Planning & Management Estate Planning Retirement Planning Succession Planning Tax Planning & Management Behavioural Coaching Legacy Planning & Management – Trusts Philanthropic Strategy Member: Global Association of Independent Advisors (GAIA) CEFEX accredited Family Office - Legacy Planning & Management Tax Planning & Management Legacy Planning & Management – Trusts
Details about PWL Capital Inc
Frequently Asked Questions about Dan Bortolotti
Dan Bortolotti currently works for PWL Capital Inc.
Dan Bortolotti's role at PWL Capital Inc is Portfolio Manager.
Dan Bortolotti's email address is ***@pwlcapital.com. To view Dan Bortolotti's full email address, please signup to ConnectPlex.
Dan Bortolotti works in the Investment Bank/Securities Brokerage industry.
Dan Bortolotti's colleagues at PWL Capital Inc are Matthew Hui, Anne Griffith, Shannon Bender, Matthew Gour, Danielle Gifford, Marina Krupnik, Julia MacKinnon and others.
Dan Bortolotti's phone number is 416-203-0067
See more information about Dan Bortolotti