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.

François Doyon La Rochelle - PWL Capital
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.

Client Relations

    Investment Industry Regulatory Organization of Canada

    Capital Topics Podcast Episodes

    Capital Topics Blog Posts

    Capital Topics eBooks

    Global Economics & Capital Markets

    The New Retirement

    Portfolio Engineering Concepts

    Managing Your Investor Mindset | Behavioral Finance

    Financial & Tax Planning Concepts

    Model Portfolio

    For illustration purposes only. Actual client portfolios may be different. As of June 30, 2023

    • Performance Conservative
      YTD Return 2.98%
      1-Year Total Return 5.62%
      3-Year Annualized Return 2.25%
      5-Year Annualized Return 2.69%
      10-Year Annualized Return 4.38%
      20-Year Annualized Return 5.00%
      Lowest 1-Year Return (03/2008-02/2009) -13.14%
      20-Year Annualized Standard Deviation 4.81%
    • Performance Cautious
      YTD Return 3.53%
      1-Year Total Return 6.96%
      3-Year Annualized Return 3.57%
      5-Year Annualized Return 3.25%
      10-Year Annualized Return 5.21%
      20-Year Annualized Return 5.56%
      Lowest 1-Year Return (03/2008-02/2009) -17.07%
      20-Year Annualized Standard Deviation 5.83%
    • Performance Balanced
      YTD Return 4.08%
      1-Year Total Return 8.32%
      3-Year Annualized Return 4.90%
      5-Year Annualized Return 3.80%
      10-Year Annualized Return 6.04%
      20-Year Annualized Return 6.09%
      Lowest 1-Year Return (03/2008-02/2009) -20.95%
      20-Year Annualized Standard Deviation 6.91%
    • Performance Assertive
      YTD Return 4.63%
      1-Year Total Return 9.70%
      3-Year Annualized Return 6.24%
      5-Year Annualized Return 4.34%
      10-Year Annualized Return 6.87%
      20-Year Annualized Return 6.60%
      Lowest 1-Year Return (03/2008-02/2009) -24.80%
      20-Year Annualized Standard Deviation 8.05%
    • Performance Aggressive
      YTD Return 5.18%
      1-Year Total Return 11.10%
      3-Year Annualized Return 7.59%
      5-Year Annualized Return 4.87%
      10-Year Annualized Return 7.68%
      20-Year Annualized Return 7.09%
      Lowest 1-Year Return (03/2008-02/2009) -28.60%
      20-Year Annualized Standard Deviation 9.21%

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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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