OneDigital, through a wholly owned affiliate, acquires PWL Capital Inc.

On January 3, 2025, OneDigital, through a wholly owned affiliate, acquired PWL Capital Inc.(“PWL Capital”), a Canadian investment dealer and CIRO member, through an indirect acquisition of all of the issued and outstandings shares of the company. This strategic partnership signifies OneDigital's first international expansion.

PWL Capital is one of Canada's largest independent wealth management firms. With offices in Ottawa, Montreal, and Toronto, the firm manages approximately $5.5 billion in client assets and provides tailored wealth management and financial planning services to more than 2,300 client families across Canada.

OneDigital, headquartered in Altanta, Georgia, is an American insurance, financial services and HR consulting firm.

McCarthy Tétrault acted as counsel to the more than 40 shareholders of PWL Wealth Management Inc., the sole shareholder of PWL Capital, with a team led by Sonia J. Struthers that included Laurence Cromp-Lapierre, Sheema Rezaei, Kevin Gao,(Corporate), Fred Purkey (Tax), Vincent Yip (IP), François Dupuis, Ariane C. Monjauze (Financial Services), Justine Lindner, Francis L. Racine (Labour and Employment), Eugen Miscoi (Privacy).