Skyline of downtown Montreal in Summer

Brenda Bartlett is the new CEO of Montreal-based PWL Capital Inc., effective Oct. 16, the independent wealth management firm announced Monday.

“Brenda has played a key a leadership role in PWL’s strong growth as president and chief operating officer over the past 12 years” says Anthony Layton, chairman of PWL, says in a statement.

“She brings a breadth and depth of experience from over 25 years as a senior executive in the industry, a clear focus and an ever-renewed passion to deliver results for our firm to achieve its full potential. Importantly, her personal values of integrity and transparency are the essence of the PWL culture” he adds.

Brenda Bartlett, CEO PWL Capital Inc.
Brenda Bartlett, PWL Capital

With this appointment, PWL is implementing one part of its succession plan. While stepping down as CEO, Layton will continue to play an important role as chairman. Along with his team, he will also continue to serve as portfolio manager and advisor to some of Montreal’s most notable families, the firm says.

PWL Capital provides financial planning, portfolio management and family office services out of its four offices in Montreal, Ottawa, Toronto and Waterloo, Ont.