Our Financial Services

Enjoy today with full peace of mind. Our comprehensive wealth management services have tomorrow covered.

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Investment Management

Tailored portfolios that are cost-effective and tax-efficient, with globally diversified, evidence-based strategies to capture market returns over the long term.

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Financial & Tax Planning

Financial strategies that put your goals, aspirations, and financial well-being first.

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Inter-Generational Wealth Transfer & Philanthropic Planning

Seamless wealth transfer across generations, aligned with your philanthropic values.

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Meet Our Team

We’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.

Client Stories

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.

Our Roadmap to Financial Prosperity

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.

1

Goals & Objectives

We discuss your priorities to understand what matters to you. We consider both short-term and long-term perspectives.

2

Investment Strategy

We develop a tailored investment strategy and roadmap. We base these on your personal and professional situation and aspirations.

3

Action Plan

We handle all paperwork and facilitate the seamless transfer of your assets. We take care of everything.

4

Financial Plan in Motion

We set your comprehensive financial plan in motion. We constantly inform you of your progress towards your goals.

5

Peace of Mind

We regurlarly assess our strategies based on your evolving circumstances. We adapt and refine as needed to ensure you stay on track.

Let’s plan your roadmap today

FAQ

Learn more about our team & approach to building financial success.

Need more answers?

The Parkyn – Doyon La Rochelle team is happy to answer all your questions.

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Why work with the Parkyn – Doyon La Rochelle team?

Our team stands out in 5 key ways:

  1. Unlike other firms, we offer comprehensive wealth management services to optimize all aspects of your financial life. This encompasses portfolio management, financial and tax planning, and inter-generational wealth planning.
  2. We work closely with you to cover your investment strategy, retirement planning, tax planning, charitable giving, and estate planning. We also collaborate with your preferred tax, legal and other advisors to ensure all implications are considered. We do the heavy lifting with full transparency, freeing you to focus on life’s other priorities with peace of mind.
  3. We aim for your long-term financial success. We embrace an evidence-based investment philosophy guided by Nobel Prize-winning research and tailor our prosperity strategies to your lifestyle.
  4. We use a straightforward, independent fee-based model to ensure you always get unbiased advice that’s free from bank or brokerage affiliations.
  5. We coach you on disciplined financial behaviour so that market volatility and impulse decisions don’t undermine your confidence or best interests.
Who are your clients?

We help highly successful families achieve their wealth management objectives.

Many of our clients are business leaders, innovative entrepreneurs, executives, and accomplished professionals.

Where are your clients located?

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.

How will you keep my assets safe?

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).

How are you paid?

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.

What is difference between The Parkyn – Doyon La Rochelle team and PWL Capital Inc?

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.

Need more answers?

The Parkyn – Doyon La Rochelle team is happy to answer all your questions.

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