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Parkyn - Doyon La Rochelle Team

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.

Daniella Masciotra

Financial Planning Associate

Menyar Somai

Administrative Assistant

Investment Industry Regulatory Organization of Canada

Model Portfolio

For illustration purposes only. Actual client portfolios may be different. As of June 30, 2022.

  • Performance Conservative
    Year-to-Date Return -8.65%
    1-Year Total Return -6.88%
    3-Year Annualized Return 1.28%
    5-Year Annualized Return 2.33%
    10-Year Annualized Return 4.07%
    20-Year Annualized Return 4.82%
    Lowest 1-Year Return (03/2008-02/2009) -9.48%
    20-Year Annualized Standard Deviation 3.87%
  • Performance Cautious
    Year-to-Date Return -9.67%
    1-Year Total Return -7.26%
    3-Year Annualized Return 1.95%
    5-Year Annualized Return 2.94%
    10-Year Annualized Return 5.02%
    20-Year Annualized Return 5.29%
    Lowest 1-Year Return (03/2008-02/2009) -13.79%
    20-Year Annualized Standard Deviation 4.87%
  • Performance Balanced
    Year-to-Date Return -10.69%
    1-Year Total Return -7.67%
    3-Year Annualized Return 2.61%
    5-Year Annualized Return 3.54%
    10-Year Annualized Return 5.96%
    20-Year Annualized Return 5.75%
    Lowest 1-Year Return (03/2008-02/2009) -18.05%
    20-Year Annualized Standard Deviation 5.93%
  • Performance Assertive
    Year-to-Date Return -11.71%
    1-Year Total Return -8.11%
    3-Year Annualized Return 3.26%
    5-Year Annualized Return 4.13%
    10-Year Annualized Return 6.89%
    20-Year Annualized Return 6.19%
    Lowest 1-Year Return (03/2008-02/2009) -22.26%
    20-Year Annualized Standard Deviation 7.03%
  • Performance Aggressive
    Year-to-Date Return -12.73%
    1-Year Total Return -8.75%
    3-Year Annualized Return 3.89%
    5-Year Annualized Return 4.71%
    10-Year Annualized Return 7.80%
    20-Year Annualized Return 6.60%
    Lowest 1-Year Return (03/2008-02/2009) -26.42%
    20-Year Annualized Standard Deviation 8.16%

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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

Parkyn, Doyon La Rochelle Team

3400 de Maisonneuve O., bureau 1501
Montreal
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