Co-founder of PWL Capital and its current Vice-Chairman, James is also an active member of the company's Investment Committee.
James brings to his work a solid expertise and wide-ranging experience built during a 25-year career delivering investment management services as vice-president with several financial institutions.
Contact James to learn more about how he can help you.
François has been a Portfolio Manager for the Parkyn – Doyon La Rochelle team since 2011 after spending ten years working as a Financial Analyst and Portfolio Manager with PWL's Research Department. Prior to that, he held various positions with leading Canadian wealth management firms as of 1996. François has a Bachelor of Business Administration (BBA) from the Université du Québec à Hull and has been a Chartered Financial Analyst (CFA) since 2001. He is a member of the CFA Montreal Association and a voting member of the PWL Investment Committee. François' primary responsibilities are to propose, build and efficiently manage robust and tax-efficient custom portfolios for PWL clients. As the Team Operations Leader, he prides himself on his integrity, on delivering excellent customer service and on making sure goals are achieved.
Cathia is a licensed Investment Advisor who has been with the Parkyn – Doyon La Rochelle team since 2011. Since then, she has held multiple roles on the team and gained extensive knowledge and an understanding of client situations. Currently, Cathia harnesses her analytical ability, comprehensive fiscal knowledge and customer service skills to help clients define and reach their financial goals. Her overriding focus is on developing and deepening client relationships. Cathia holds a Bachelor in Commerce (B.Comm.) in accountancy from the John Molson School of Business of Concordia University, and she is currently working toward obtaining her Financial Planner designation. Prior to joining PWL, she worked for two large financial institutions, where she acquired experience in investment accounting and client service.
Kate joined the Parkyn – Doyon La Rochelle team in April 2015. She began by performing administrative duties to ensure that the office's day-to-day operations run efficiently, but has since taken on an evolving role that includes coordinating communications and assuming more responsibility within client services. Added to her more than 10 years of experience as a high-level executive assistant in the biotechnology, medical and construction industries, Kate’s academic background in psychology is an asset, bringing a unique perspective to her role. A world traveller who lived in Europe for over ten years, she enjoys discovering new cultures, as well as literature.
Marina has been with the Parkyn – Doyon La Rochelle team since April 2015. She is a licensed Investment Advisor, with a Bachelor of Commerce (B.Comm.) from the John Molson School of Business, where she majored in finance and minored in international business. She also holds the Chartered Investment Manager (CIM®) designation. Prior to joining PWL, she worked for six years in financial institutions, including four years in a large private banking firm, where she gained experience in working with high-net-worth families. She is responsible for making sure that Team Parkyn Doyon La Rochelle clients have an efficient and seamless onboarding process, and for performing ongoing account compliance and maintenance. She also assists with day-to-day portfolio management and sees to liquidity needs.
As Financial and Tax Analyst, Daniella has been with the PWL Advisors team since July 2015. She brings to the team her academic background in accounting and her many years of experience working in that field and in personal taxation for a sole practice and for a large printing corporation in Quebec. In her duties at PWL, she assists with financial, estate and retirement planning. She also draws on her strong interpersonal skills and solid work ethic to offer very high levels of customer service.
Raymond is the Director of 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. His in-depth knowledge of the capital markets and his direct and accessible style make him a sought-after speaker who is popular with clients. Raymond has written numerous articles, technical documents and economic reviews, and is often called upon by the media to be a trusted and knowledgeable source on capital markets.