Investment is the First of a Significant Deployment of Capital to Build a Client Centric Advisory Platform
, /PRNewswire/ — OneDigital, an insurance, financial services and HR consulting firm, today announced its investment in PWL Capital (PWL), a national leading independent wealth management firm headquartered in Montreal, Canada. 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.
OneDigital Expands into Canada with Investment in PWL Capital, Expanding Wealth Management Services Across Borders
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.
“This is a consequential investment for OneDigital as we make our first …