James Parkyn, François Doyon La Rochelle and their PWL Capital team members are driven by an investment philosophy that provides an unsurpassed level of service and honest, personalized advice. As long-standing advisors to many of Canada’s corporate elite, private business owners and affluent retirees, the Parkyn- Doyon La Rochelle team will work hard to prioritize your needs. With the belief in developing solid client relationships, James, François and their team will customize your advice for your particular financial situations.

Market Research

Checklist for your portfolio

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
Businessman Looking Data Line Graph by rawpixel on unsplash

2017 Review

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.

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.
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 - PWL Capital
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 - PWL Capital
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 - PWL Capital
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 - PWL Capital
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 - PWL Capital
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.
PWL Headshot: Simona Ivanovska
Front Office Leader

Who We Are

Your achievements are the result of having made the right decisions — in your business, your profession and your personal life. The Parkyn- Doyon La Rochelle team’s commitment is centered on guiding you to the right choices so you can remain successful in managing your wealth and achieving your financial goals.

Intelligent and sophisticated analysis

Fee-based, no-commission services

A focus on building long-term relationships

Committed to preserving what you've built

Recommended Resources

Get in touch with us


3400 de Maisonneuve Ouest
Suite 1501


3400 de Maisonneuve Ouest
Suite 1501

Contact the Parkyn-Doyon La Rochelle Team

  • PWL Capital works with clients who have, or will soon have, $500,000 or more to invest. If you are not sure how much you should invest, feel free to get in touch and we will answer all your questions.