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.

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.