Enjoy today with full peace of mind. Our comprehensive wealth management services have tomorrow covered.
Tailored portfolios that are cost-effective and tax-efficient, with globally diversified, evidence-based strategies to capture market returns over the long term.
Learn MoreFinancial strategies that put your goals, aspirations, and financial well-being first.
Learn MoreSeamless wealth transfer across generations, aligned with your philanthropic values.
Learn MoreWe’re more than just financial advisors. We’re trusted allies who can help you plan your every aspect of your financial life. We do it together.
The Parkyn-Doyon La Rochelle team’s customer focus, versatility, sound advice, external proven expert network and financial performance are exemplary. After 20 years, we trust the Parkyn Doyon La Rochelle team with our financial affairs and plan to continue our business relationship for the long term.
James and his team have been our financial advisors for many years covering numerous moves and career changes. James not only protects and grows our assets but anticipates our future needs and helps us plan accordingly. He takes the time to know us. We depend on him.
PWL and James Parkyn and his team in particular have provided my wife and I with personalized financial services for many years now. They take the time to understand our needs and family situation and have adapted their advice to our changing circumstances. We feel we have received excellent value and peace of mind with their handling of our investments.
What I like about the Parkyn-Doyon La Rochelle team is their expertise, the rigor of their opinion, their ability to respond quickly to my needs, their “follow up”. In the current economic climate, I feel I’m in good hands with them.
A convincingly presented approach; complete, impeccable service. Everything is addressed.
Parkyn-Doyon La Rochelle team offers us a complete and integrated range of financial services for our family and business needs. The competence and availability of the team members and the personalized follow-up characterize a high-quality relationship.
Here’s how we help you achieve your financial goals with clarity, transparency, and peace of mind. Our proven approach lets you live a good life, today and tomorrow.
Learn more about our team & approach to building financial success.
Our team stands out in 5 key ways:
We help highly successful families achieve their wealth management objectives.
Many of our clients are business leaders, innovative entrepreneurs, executives, and accomplished professionals.
Our offices are in Montreal. However, we hold licenses to operate in all ten Canadian provinces and work with highly successful clients from coast to coast.
PWL Capital manages more than $5 billion in client assets. We prioritize transparency and regulatory compliance to safeguard your investments. All of your assets are securely held by our carrying broker, National Bank Independent Network (NBIN).
100% of our revenues derive from management fees we charge our clients, based on the value of the assets we manage on their behalf. Our fee grid lays it out in simple terms.
We never accept compensation or commissions from third-party product manufacturers, nor is our pay tied to transaction volume or value. Why is this important? It means you can trust our advice to always be impartial, conflict-free, and devoid of commissions. Our allegiance is to you.
PWL Capital Inc, is a privately owned wealth management firm with more than $5 billion in client assets. It is headquartered in Montreal, with offices in Ottawa and Toronto. Teams in Montreal and Toronto rely on shared services from the corporate head office, such as Marketing, Research, and Compliance, to operate more efficiently and better serve their respective clients.
The Parkyn – Doyon La Rochelle team is based out of the Montreal office. Our team manages client assets under the expert leadership of James Parkyn and François Doyon La Rochelle, who have been helping achieve financial success for over 25 years.