Fixed Income

Fixed income refers to any type of investment that yields a regular (or fixed) return. Whether your situation requires safety of principal, pre-determined future payments or tax-advantaged growth, your PWM Capital Investment Advisor will structure the optimal portfolio that meets your fixed income investment needs.

PWM Capital’s relationship with Penson Financial Services allows our Investment Advisors to access Canadian, U.S. and international debt instruments as well as Canadian and U.S. research on the bond and money markets.

Our Investment Advisors have the support of experienced traders and specialists to ensure competitive pricing in the government and corporate bond markets. Appropriate advice and guidance from your Investment Advisor coupled with superior trading capabilities ensure your portfolio requirements for fixed income are met.

Equities

History has shown that investing in equities can produce superior portfolio performance to many other investment vehicles. Despite the cyclical nature of equities, analysis proves that investing over the long-term significantly improves portfolio returns.

Favourable capital gains treatment and the ability to defer gains over time also make equities and attractive investment class for portfolios.

PWM Capital’s working relationship with Penson Canada, a subsidiary of Penson Worldwide, allows us to access Canadian, U.S. and foreign markets.

PWM Capital accesses equity research from independent investment sources and research specialists to ensure unbiased investment advice.