PWL Capital of Ottawa is now offering clients integrated financial reporting in order to bring clarity and provide analysis to investment accounts based with outside managers or other financial institutions.

The company says the goal of the improved reporting is to reassure clients experiencing stress resulting from market volatility and change.

“Our new Monitoring Service is designed to help our clients manage risk, protect assets or reduce their tax bite,” said Kathy Kruivitsky, a partner advisor with PWL Capital. “We understand the problems high-net worth individuals face integrating and understanding reports from various financial institutions. Our Monitoring Reports will capture clients’ complete financial life plus enable us to offer analysis and advice on one easy-to-understand report. Market instability causes stress, which is not a necessary component of investing,” said Kruivitsky.

“Market volatility encourages investors to make hasty emotional decisions, which can lead to a loss of capital,” Kruivitsky said. “Monitoring Reports from PWL Capital enable clients to make informed decisions involving their complete investment portfolio with personal analysis and reduced levels of stress,” she concluded.