Market Research
2018 & 2017 Signage With Arrow Table

2018 Portfolio Returns

Another year under the belt. 2018 seemed to mirror 2017 in the news headlines. Trump, Bitcoin, and marijuana stocks were top of mind for much of the year, with the addition of trade agreements (or a lack thereof), and a dash of market volatility that had been missing in 2017.

Featured Contributors

  • Nancy Graham

    CPA, CA, CFP®, CIM, TEP, Portfolio Manager
  • Benjamin Felix

    MBA, CFA, CFP, Portfolio Manager
  • Anthony Layton

    MBA, CIM®, Chairman of the Board, Portfolio Manager
  • Raymond Kerzérho

    CFA, Director of Research
  • Susan Daley

    CFA, CFP, Portfolio Manager
  • Peter Guay

    MBA, CFA, Portfolio Manager
  • Dan Bortolotti

    CFP, CIM®, Portfolio Manager
  • Kristine van der Pas-Norenius

    Certified Retirement Transition Coach and happy PWL client
  • Justin Bender

    CFA, CFP, B.Comm., Portfolio Manager
  • Peter Forsyth

    Emeritus Professor
  • PWL Capital

  • Graham Westmacott

    CFA, Portfolio Manager
  • Jennifer Vachon

    CCO, Chief Compliance Officer
  • Dan Solin

    The New York Times' best-selling author of the Smartest series of books
  • Mark Sutcliffe

    Writer, Broadcaster, PWL client and advocate
  • James Parkyn

    Adm. A. CIM, FCSI, F.Pl, Portfolio Manager
  • François Doyon La Rochelle

    B.B.A., CFA, Portfolio Manager
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