Market Research Raymond Kerzérho Arguments against indexing PWL Capital 2019-02-13T10:00:14 February 13, 2019 Yes, they did! In 2018, passively managed index funds once again increased their market share in the United States, rising from 35% to 37%, according to Morningstar. So, is this good or bad? Should you follow the trend?
Market Research PWL Capital Raymond Kerzérho Even with equal fees, I prefer passive ETFs! 2019-01-25T11:00:13 January 25, 2019 Shock and awe! In 2018, Vanguard Canada, a fervent advocate of passive management, launched traditional, actively managed mutual funds. Actively managed mutual fund companies also successively launched their own array of exchange traded funds (ETFs). As a result, the great majority of the Canadian market’s 33 suppliers now offer mainly active management. Are we looking at the end of passive ETFs?
Market Research PWL Capital Raymond Kerzérho Are You Ready for the Next Bear Market? 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.
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.
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.
