December 22, 2020

Market Research Personal Wealth

Episode 7: Evaluating Portfolio Performance

James Parkyn
Adm. A. CIM, FCSI, F.Pl, Portfolio Manager

James is a founding partner and Portfolio Manager at PWL Capital Inc. in Montreal with over 25 years of experience helping clients achieve their financial goals.

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François Doyon La Rochelle
B.B.A., CFA, Portfolio Manager

François Doyon La Rochelle is a Portfolio Manager with over 20 years of experience in the financial services industry. Partner in the Parkyn-Doyon La Rochelle Team in the Montreal office of PWL Capital Inc. he prides himself in helping clients reach their financial objectives.

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Raymond Kerzérho
Senior Researcher, Head, Shared Services Research, CFA

Raymond is the Senior Researcher, and Head, Shared Services Research at PWL Capital. He rigorously analyzes PWL’s investment strategies and makes sure they are well supported by academic research. Raymond has worked extensively as an institutional portfolio manager, with a particular focus on fixed-income securities and derivative products

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Episode 7: Evaluating Portfolio Performance

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