Market Research Raymond Kerzérho Are You Ready for the Next Bear Market? PWL Capital 2018-11-16T16:35:37 November 16, 2018 Almost 10 years after the 2009 stock market low, many investors are wondering whether another bear market is around the corner. Unfortunately, no one can predict the exact timing of a bear market. This being said, if you’re an investor with long-term goals, it’s in your best interest to adopt a strategic framework to guide your investment choices.
Market Research PWL Capital Raymond Kerzérho How PWL Estimates Future Inflation 2018-11-2T14:00:54 November 2, 2018 PWL Capital has been producing its own projections of future stock and bond returns for the last five years. These projections are a key input in preparing financial plans for our clients. The bedrock of these projections is the estimated rate of inflation.
Market Research PWL Capital Raymond Kerzérho Should you invest in “smart beta” funds? 2018-10-26T10:27:46 October 26, 2018 The current trend in the world of investment funds is “smart beta.” The approach meets investors’ growing demand for funds that generate returns above the benchmark indices, without the exorbitant fees generally associated with traditional management involving the analysis of individual securities. In short, smart beta suggests that it can add value even after deduction of costs.
Market Research PWL Capital Raymond Kerzérho Checklist for your portfolio 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%.
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.
