Matthew Rooney

Investment Advisor at PWL Capital Inc - │ Montreal, Quebec, CA

Matthew Rooney's Colleagues at PWL Capital Inc
Kim Nguyen

Senior People and Culture Specialist

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Kaddeem Williams

People and Culture Specialist

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Phillip Cfp

Financial Planner, Investment Advisor

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Tessa McGirr

Lead, People & Culture

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Mario Chandonnet

Planificateur Financier, Conseiller en sécurité financière

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Martin Dallaire

Senior Director, Marketing and Communications

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Matthew Rooney's Contact Details
HQ
416-203-0067
Location
Montreal,Quebec,Canada
Company
PWL Capital Inc
Matthew Rooney'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 Matthew Rooney
Matthew Rooney currently works for PWL Capital Inc.
Matthew Rooney's role at PWL Capital Inc is Investment Advisor.
Matthew Rooney's email address is ***@pwlcapital.com. To view Matthew Rooney's full email address, please signup to ConnectPlex.
Matthew Rooney works in the Investment Management industry.
Matthew Rooney's colleagues at PWL Capital Inc are Kim Nguyen, Kaddeem Williams, Phillip Cfp, Mike Johnson, Tessa McGirr, Mario Chandonnet, Martin Dallaire and others.
Matthew Rooney's phone number is 416-203-0067
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