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Model Portfolios

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Model portfolios provide a reference for how our teams invest. They also provide monthly performance data.

Team Resources

Toronto Team

Team Toronto Model ETF Portfolios – December 31, 2020

Nancy Graham & Her Team

Team Graham Model Portfolios – December 31, 2020
Parkyn - Doyon La Rochelle Team

Parkyn - Doyon La Rochelle Team

Team Parkyn-Doyon La Rochelle Model Portfolios – December 31, 2020
Équipe Layton-Guay Team

Layton-Guay Team

Team Layton-Guay Model Portfolios – December 31, 2020

Passmore & Felix Team

Passmore & Felix – Dimensional Global Portfolios – January 31, 2021

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Portfolio Management and brokerage services are offered by PWL Capital Inc, which is regulated by Investment Industry Regulatory Organization of Canada (IIROC), and is a member of the Canadian Investor Protection Fund (CIPF).

Financial planning and insurance products are offered by PWL Advisors Inc., and is regulated in Ontario by Financial Services Commission of Ontario (FSCO) and in Quebec by the Autorité des marchés financiers (AMF). PWL Advisors Inc. is not a member of CIPF.

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