Personal Wealth Capital Topics #8: Lessons of 2020 PWL Capital 2021-01-20T09:12:13 January 20, 2021 In this episode of Capital Topics, James Parkyn, François Doyon La Rochelle and Raymond Kerzérho discuss the following portfolio management and financial planning subjects.
Personal Wealth James Parkyn Last year was a high-speed test in managing our emotions 2021-01-14T11:42:02 January 14, 2021 In year-end retrospectives over past few weeks, we’ve been reminded just how extraordinary 2020 was on so many fronts.
Personal Wealth Capital Topics – Evaluating Portfolio Performance 2020-12-22T08:59:14 December 22, 2020 In this episode of Capital Topics, James Parkyn, François Doyon La Rochelle and Raymond Kerzérho discuss the following portfolio management and financial planning subjects.
Personal Wealth James Parkyn Studying past fund performance won’t get you where you want to go 2020-12-9T09:17:08 December 9, 2020 It’s been quite a rollercoaster ride for investors this year. A deep plunge in the stock market last spring was followed by a powerful rally that has sent the S&P 500 to new highs and the S&P/TSX Composite close to its high.
Market Research Podcast: Private equity funds 2020-12-9T09:00:22 December 9, 2020 In this episode of Capital Topics, James Parkyn, François Doyon La Rochelle and Raymond Kerzérho discuss the following subjects: Capital Gain Distributions from Canadian ETFs, Private equity funds and more
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.
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 BBA, Investment Advisor & 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.
Jill Dutkowsky Client Operations Specialist At PWL, Jill assists our clients through the onboarding process, as well as ongoing account compliance and maintenance.
Lise Delaplanche Executive Assistant & Communications Coordinator Lise joined the Parkyn – Doyon La Rochelle team in 2019. Before joining PWL, Lise worked in the field of communications and advertising with strong […]
Market Statistics – December 2020 Published: January 6, 2021 Looking for reliable data on recent market performance? Here you’ll find a PDF document of the monthly statistics for the various Canadian, U.S. and international markets that we follow.