PWM Capital is an independent Canadian full service investment dealer. Our senior executives average over 12 years of experience in the Financial Services industry encompassing brokerage, financial planning, corporate finance & re-structuring, accounting, audit and taxation.
PWM Capital is a member firm of IIROC and a member of the Canadian Investor Protection Fund (CIPF). PWM Capital maintains a strong relationship with Penson Financial Services Canada, a leading provider of execution, clearing, settlement, custody, bookkeeping and administration for financial institutions in the global securities market.
Mr. Menzel is Chief Executive Officer and Chief Financial Officer of PWM Capital.
Mr. Menzel experience includes 15 years as a Partner with Ernst & Young in Canada.
Over the last 10 years, he has been involved in a number of companies as a financial executive and board director. His roles included; buying, selling and exiting businesses, business refinancing and restructuring, tax planning and compliance, preparing quarterly and annual public and regulatory disclosures, controlling regulatory capital, and improving management reporting.
PWM Capital provides institutional agency trading to Canadian and international clients. Our traders have extensive experience with institutional order flow.
Professional DAP trade execution services include trades and clearing on foreign exchanges, as well as North American markets. Through Penson Financial Services Canada, and Penson Worldwide, we have access to top tier trading and settlement systems.
We are able to configure order entry and trade reporting to meet specialized requirements of our institutional clients.
Arton Capital is an Investment Advisory Firm specialized in Immigrant Investor Programs. The firm is recognized as an International Financial Centre (CFI) from the Ministry of Finance of Quebec and it’s dispensed from registration with the Autorité des Marchés Financiers (AMF). Arton Capital is operated by senior industry executives and provides advice to high net worth investors and government agencies through their offices in Montreal, Paris, Dubai, Hong Kong and Beijing.
Trough our exclusive agency agreement we are able to offer the advisory services of Arton Capital and it’s extended network of partners:
Immigration Law Specialists from Canada’s leading firms can offer expert counsel on all matters of immigration.
Tax and Accounting Experts are drawn from leading international firms based on their global experience and expertise.
When it comes to International Banking, Arton Capital collaborates and delegates with the best financial service providers. With operations in all provinces in Canada and in many countries around the world, Canada’s major chartered banks have the highest capital strength ratios among international banks. These trusted financial partners guarantee your security and provide unparalleled service.
The benefits of independent advice backed by the reliability of world-class strategic partners.
PWM Capital specializes in private wealth management and institutional agency trading.
We offer a full range of investment plans and securities. Our advisors are free to select, objectively, those investments best suited to meet client goals.
PWM works closely with investment clients to shape and monitor their portfolios within an overall financial plan.
We are members of IIROC (the Investment Industry Regulatory Organization of Canada) and CIPF (the Canadian Investor Protection Fund).
PWM Capital is an independent wealth management firm engaged in private client wealth management and institutional order execution.
We utilize the world-wide clearing facilities of Penson Financial, a global brokerage support and clearing firm noted for the most advanced technological support in the industry.
Our goal is a comprehensive wealth management platform for advisors, who value the benefit of independent access to a full range of investment products.
PWM Capital is a member of IIROC, and CIPF. Client assets enjoy additional supplementary insurance to a $10 million level through our relationship with Penson Financial.
We offer independence, superior payouts, and clearly recognized advisor book ownership.
To learn more, please contact:
Mr. Owen Menzel, CEO T (416) 646–7606 E
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Did you know?
Quebec is the largest province in Canada. The capital city is Quebec City, while the largest city is Montreal. It is a French speaking province nicknamed "La Belle Province" because of the diverse landscape and architecture. Its motto "Je me souviens" is French for "I remember".
About us
PWM Capital is an independent Canadian full service investment dealer. Our senior executives average over 12 years of experience in the Financial Services industry encompassing brokerage, financial planning, corporate finance & re-structuring, accounting, audit and taxation.
Mr. Menzel is Chief Executive Officer and Chief Financial Officer of PWM Capital.
Arton Capital is an Investment Advisory Firm specialized in Immigrant Investor Programs. The firm is recognized as an International Financial Centre (CFI) from the Ministry of Finance of Quebec and it’s dispensed from registration with the Autorité des Marchés Financiers (AMF). Arton Capital is operated by senior industry executives and provides advice to high net worth investors and government agencies through their offices in Montreal, Paris, Dubai, Hong Kong and Beijing.
