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OneVest and PWL Capital Forge Strategic Partnership to Fuel Next-Gen Growth and Advisor Innovation

CanadianSMEPublished November 12, 2026 · 3 min read

PWL Capital will use digital client onboarding and account opening from OneVest's wealth management platform to support its investment advisors as it grows across Canada.

OneVest, a leading wealth management platform, today announced a strategic partnership with PWL Capital (PWL), one of Canada's leading wealth management firms. PWL Capital will use OneVest for digital client onboarding and account opening, helping its investment advisors welcome new clients faster and build the operational foundation for its next stage of growth.

With a mission to improve the financial well-being of Canadians, PWL Capital is helping reshape the Canadian wealth management landscape by combining evidence-based investment management, comprehensive financial planning, and a client-first approach. With over $8B in assets under management, the firm is committed to making high-quality, transparent, and personalized financial advice more accessible to Canadians, while challenging traditional industry practices through innovation and a focus on delivering long-term value to clients.

As PWL Capital continues to welcome new clients, advisors, and teams, investing in modern technology is an important part of its growth strategy. OneVest gives PWL a digital onboarding experience built to scale with the firm, so growth never comes at the expense of the client or advisor experience.

PWL is known for its evidence-based, disciplined approach to investing, and it brings the same rigour to technology vendor selection. Rather than relying on a single legacy system, PWL is building a modern operating stack with leading wealth technology providers, choosing the best partners for each part of its business. PWL selected OneVest to power digital client onboarding and account opening, the stage of the client relationship where speed and first impressions matter most.

"We're building something Canada hasn't seen before, and that only works if the first experience a client has with PWL reflects who we are," said Phil Casarotto, Chief Operations Officer, PWL Capital. "As we grow, our advisors need to spend their time on advice, not paperwork. We wanted to work with the best technology on the street, and OneVest is one of the best wealthtech platforms out there. It gives us a digital onboarding process that's fast for clients, simple for advisors, and ready for the scale we're planning with OneDigital."

Built to Support PWL's Growth

OneVest's digital client onboarding and account opening capabilities give PWL's investment advisors and operations team a single, digital process for bringing new clients on board. Key highlights include:

Digital Account Opening: Clients open accounts online in minutes, with fewer errors, less paperwork, and fewer back-and-forth emails.
Guided Client Onboarding: A guided, mobile onboarding journey that walks clients through KYC, account setup, document collection, and e-signature in one place.
Real-Time Advisor Visibility: Advisors and operations teams can see where every new client and account stands, so nothing stalls between the first meeting and a funded account.
Direct Integration With National Bank Independent Network: OneVest connects directly to National Bank Independent Network (NBIN), so new accounts and client information flow straight through to the custodian without manual rekeying.
Ready to Scale: A repeatable onboarding process that makes it easier to add new advisors, teams, and client households as PWL expands across Canada.

"PWL is one of the most respected names in Canadian wealth management, and with OneDigital behind them, they're building for serious growth," said Amar Ahluwalia, CEO of OneVest. "Growth puts pressure on every part of a firm, and onboarding is where clients feel it first. Our job is to make sure PWL's advisors can welcome every new client with an experience that's fast, digital, and on brand, no matter how quickly the firm grows. We're proud to be a partner in what PWL is building."

About OneVest

OneVest is the AI-Native Wealth Platform, a complete system powering North America's leading wealth management practices and financial institutions. It replaces broken, fragmented tech stacks by providing core CRM, client onboarding, portfolio management, compliance, and client experience in a single platform. Through an intuitive Workspace built for advisors and home offices, OneVest automates daily operations so wealth management firms can eliminate manual admin and scale effortlessly. OneVest is backed by Salesforce Ventures, Deloitte Ventures, TIAA Ventures, Allianz Ventures, and OMERS Ventures. Please visit www.onevest.com for more information.

About PWL Capital

Founded in 1996 in Montreal, Canada, PWL is a retirement and wealth firm with over $8B in AUM that offers holistic, full-service wealth management expertise to Canadians. For over 30 years, PWL has offered wealth management services, integrated investment management, and financial planning services (tax, retirement and estate strategies) with offices across Canada. For more information, visit www.pwlcapital.com.

Source : OneVest Technologies Inc

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