Market Research Raymond Kerzérho Checklist for your portfolio PWL Capital 2018-09-24T09:57:27 September 24, 2018 I’m sometimes asked for my opinion about the portfolio of an investor who calls on the services of my employer, PWL Capital. Today’s blog post covers some of the most common flaws of the portfolios I’ve analyzed over the past few months. Do you recognize certain features of your own portfolio?
Market Research PWL Capital Raymond Kerzérho Reducing Taxes on Your Portfolio Income 2018-05-14T10:00:10 May 14, 2018 Income tax is the largest expense in the budget of many Canadians, with shelter coming in a close second. For Ontario residents, the effective tax rate on a $100,000 working income is roughly 25%.
Market Research PWL Capital Raymond Kerzérho Ten reasons to love the new Vanguard asset allocation ETFs 2018-04-13T11:00:58 April 13, 2018 The February launch of Vanguard’s asset allocation ETFs made a big splash among market observers in the passive fund world. In his March column, my colleague from Les Affaires Yves Bourget expressed serious reservations about them.
Market Research PWL Capital Raymond Kerzérho Are equity markets really as expensive as people say? 2018-04-2T10:00:02 April 2, 2018 I often read texts by commentators who are worried about stock markets breaking one record after another over the past few years. They think that share prices have become too high and are therefore vulnerable to an eventual correction. But is that really true? And if so, is it a good idea to sell your equities and fall back on cash?
Market Research PWL Capital Raymond Kerzérho 2017 Review 2018-01-17T10:00:16 January 17, 2018 2017 was a standout year, with accelerating global growth and positive returns in the equities and fixed-income markets. Global GDP picked up speed, advancing from average growth of 2.5% in recent years to 3.0%. The unemployment rate continued its downward trend in most developed countries.
James Parkyn 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.
François Doyon La Rochelle CFA, Portfolio Manager Originally from the Ottawa region, he moved to Montreal to raise a family and to pursue his career in the financial services industry. François is committed in delivering to his clients a disciplined and tax efficient approach to portfolio construction and management based on strategies that are supported by academic research.
Cathia Adjami F.Pl., Investment Advisor and Financial Planner Cathia started working for the Parkyn – Doyon La Rochelle team in 2011 where she was groomed to provide integrated and interdisciplinary wealth management solutions to help clients define and achieve their financial goals.
Marina Krupnik CIM®, Investment Advisor Marina Krupnik has been an Investment Advisor & Client Operations Specialist at PWL Capital Inc since 2015 and has over 8 years experience working with high-net-worth families. She ensures that each client receives the highest level of customer service.
Pier-Luc Tremblay Financial & Tax Analyst Pier-Luc joined the Parkyn-Doyon La Rochelle team in February 2018. In 2017, he obtained a Bachelor of Commerce degree, with a major in finance, from the Université du Québec à Montréal. Pier-Luc has a growing passion for the financial world that is driven by his desire to help clients reach their financial goals.
Sherri Lynn Sears Executive Assistant From Nova Scotia and having lived in St-Pierre et Miquelon, Sherri is perfectly bilingual and has chosen to make her life and build her career in Montreal. With high standards for Administrative procedures and policies, her primary focus at PWL Capital is building a strong relationship with our clients.
Daniella Masciotra Financial and Tax Analyst As a 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 years of experience working in the field. In her duties at PWL, she assists with financial, estate and retirement planning.
