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Tessa Felix
Head, People & Culture at Pwl Capital
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Work Experience
Jan 2014 - Present · 10 years and 11 months
Head, People & Culture
Nov 2018 - Present · 6 years and 1 months
Operations, Investment Advisor
Jan 2014 - May 2019 · 5 years and 4 months
Company Details
51-200 Employees
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. -----
Year Founded
1996
Social Media
LinkedinFacebookTwitter
Industry
Investment Management
HQ Location
3400 de Maisonneuve Ouest Suite 1501 │ Montreal,  Quebec H3Z 3B8, CA
Keywords
Risk ManagementInvestment Management and AdviceWealth ManagementFinancial PlanningPortfolio ManagementFamily Office - Legacy Planning & ManagementEstate PlanningRetirement PlanningSuccession PlanningTax Planning & Management
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