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PWL Capital
PARKYN - DOYON LA ROCHELLE TEAM
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* Ideas & Insights
* Recommended Resources
* Menu
* Ideas & Insights
* Recommended Resources
* Ideas & Insights
* Recommended Resources
James Parkyn, François Doyon La Rochelle and their PWL Capital team members are
driven by an investment philosophy that provides an unsurpassed level of service
and honest, personalized advice. As long-standing advisors to many of Canada’s
corporate elite, private business owners and affluent retirees, the Parkyn-
Doyon La Rochelle team will work hard to prioritize your needs. With the belief
in developing solid client relationships, James, François and their team will
customize your advice for your particular financial situations.
With over 25 years of experience, the Parkyn-Doyon La Rochelle team offers
investment management and financial planning services to: CEOs of public
companies, Senior executive members, Owners of medium-to-large businesses,
Senior professionals
Read more Hide
JAMES PARKYN
CIM, FCSI, F.PL, PORTFOLIO MANAGER
Parkyn, Doyon La Rochelle Team
Learn more
FRANÇOIS DOYON LA ROCHELLE
CFA, PORTFOLIO MANAGER
Parkyn, Doyon La Rochelle Team
Learn more
MARINA KRUPNIK
CIM®, SENIOR WEALTH MANAGEMENT ANALYST, INVESTMENT ADVISOR
Parkyn, Doyon La Rochelle Team
Learn more
PIER-LUC TREMBLAY
BBA, INVESTMENT ADVISOR & FINANCIAL & TAX ANALYST
Parkyn, Doyon La Rochelle Team
Learn more
VICTORIA VAFIADIS
CLIENT OPERATIONS SPECIALIST
Parkyn, Doyon La Rochelle Team
DANIELLA MASCIOTRA
FINANCIAL PLANNING ASSOCIATE
Parkyn, Doyon La Rochelle Team
Artboard 1
IIROC AdvisorReport
Personal Wealth
James Parkyn
DOES DIVERSIFICATION STILL MAKE SENSE?
PWL Capital
2022-05-19T09:25:08 May 19, 2022
It’s been a difficult year in the markets and it seems there’s been no safe
harbour. With interest rates rising to combat inflation and a […]
Read More
Personal Wealth
CAPITAL TOPICS EPISODE 39: THE PRE-RETIREE GUIDE TO THE “NEW RETIREMENT” – PART
ONE
May 19, 2022
Personal Wealth
Personal Wealth
CAPITAL TOPICS EPISODE 38: REVIEW OF THE CREDIT SUISSE 2022 GLOBAL INVESTMENT
RETURNS YEARBOOK
May 5, 2022
Personal Wealth
Personal Wealth
James Parkyn
THE BEAR MARKET IN BONDS: SHORT-TERM PAIN, LONG-TERM GAIN
Apr 21, 2022
Personal Wealth
Personal Wealth
CAPITAL TOPICS EPISODE 37: UPDATE ON EXPECTED RETURNS
Apr 21, 2022
Personal Wealth
MORE IDEAS & INSIGHTS
MARKET STATISTICS – PARKYN DOYON LA ROCHELLE – APRIL 2022
Published: May 2, 2022
All figures in CAD unless mentioned otherwise Looking for reliable data on
recent market performance? Here you’ll find a PDF document of the monthly
statistics […]
View Market Statistics – Parkyn Doyon La Rochelle – April 2022
MODEL PORTFOLIO
For illustration purposes only. Actual client portfolios may be different. As of
December 31, 2021.
* Conservative
* Cautious
* Balanced
* Assertive
* Aggressive
* Performance Conservative Year-to-Date Return 0.00% 1-Year Total Return 5.86%
3-Year Annualized Return 6.29% 5-Year Annualized Return 4.68% 10-Year
Annualized Return 5.35% 20-Year Annualized Return 5.30% Lowest 1-Year Return
(03/2008-02/2009) -9.48% 20-Year Annualized Standard Deviation 3.71%
* Performance Cautious Year-to-Date Return 0.00% 1-Year Total Return 7.84%
3-Year Annualized Return 7.69% 5-Year Annualized Return 5.66% 10-Year
Annualized Return 6.46% 20-Year Annualized Return 5.80% Lowest 1-Year Return
(03/2008-02/2009) -13.79% 20-Year Annualized Standard Deviation 4.71%
* Performance Balanced Year-to-Date Return 0.00% 1-Year Total Return 9.81%
3-Year Annualized Return 9.08% 5-Year Annualized Return 6.63% 10-Year
Annualized Return 7.56% 20-Year Annualized Return 6.27% Lowest 1-Year Return
(03/2008-02/2009) -18.05% 20-Year Annualized Standard Deviation 5.78%
* Performance Assertive Year-to-Date Return 0.00% 1-Year Total Return 11.79%
3-Year Annualized Return 10.48% 5-Year Annualized Return 7.60% 10-Year
Annualized Return 8.65% 20-Year Annualized Return 6.73% Lowest 1-Year Return
(03/2008-02/2009) -22.26% 20-Year Annualized Standard Deviation 6.89%
* Performance Aggressive Year-to-Date Return 0.00% 1-Year Total Return 13.76%
3-Year Annualized Return 11.87% 5-Year Annualized Return 8.56% 10-Year
Annualized Return 9.74% 20-Year Annualized Return 7.16% Lowest 1-Year Return
(03/2008-02/2009) -26.42% 20-Year Annualized Standard Deviation 8.03%
View Team Parkyn-Doyon La Rochelle Model Portfolios – December 31, 2021
RECOMMENDED RESOURCES
I'm looking for
* Market Statistics
* White Papers
* Important Documents
* Model Portfolios
* Book recommendations
* eBook
* Others
* Market Statistics
* White Papers
* Important Documents
* Model Portfolios
* Book recommendations
* eBook
* Others
* * MARKET STATISTICS – PARKYN DOYON LA ROCHELLE – APRIL 2022
* MARKET STATISTICS – PARKYN DOYON LA ROCHELLE – MARCH 2022
* MARKET STATISTICS – PARKYN DOYON LA ROCHELLE – FEBRUARY 2022
* MARKET STATISTICS – PARKYN – DOYON LA ROCHELLE – JANUARY 2022
* MARKET STATISTICS – PARKYN, DOYON LA ROCHELLE – DECEMBER 2021
* MARKET STATISTICS – PARKYN – DOYON LA ROCHELLE – NOVEMBER 2021
* MARKET STATISTICS – PARKYN DOYON LA ROCHELLE – APRIL 2022
Published: May 2, 2022
All figures in CAD unless mentioned otherwise Looking for reliable data on
recent market performance? Here you’ll find a PDF document of the monthly
statistics […]
Learn more
* MARKET STATISTICS – PARKYN DOYON LA ROCHELLE – MARCH 2022
Published: April 5, 2022
All figures in CAD unless mentioned otherwise Looking for reliable data on
recent market performance? Here you’ll find a PDF document of the monthly
statistics […]
Learn more
* MARKET STATISTICS – PARKYN DOYON LA ROCHELLE – FEBRUARY 2022
Published: March 7, 2022
All figures in CAD unless mentioned otherwise Looking for reliable data on
recent market performance? Here you’ll find a PDF document of the monthly
statistics […]
Learn more
* MARKET STATISTICS – PARKYN – DOYON LA ROCHELLE – JANUARY 2022
Published: February 1, 2022
All figures in CAD unless mentioned otherwise Looking for reliable data on
recent market performance? Here you’ll find a PDF document of the monthly
statistics […]
CONTRIBUTORS
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*
Learn more
* MARKET STATISTICS – PARKYN, DOYON LA ROCHELLE – DECEMBER 2021
Published: January 10, 2022
All figures in CAD unless mentioned otherwise Looking for reliable data on
recent market performance? Here you’ll find a PDF document of the monthly
statistics […]
CONTRIBUTORS
*
*
Learn more
* MARKET STATISTICS – PARKYN – DOYON LA ROCHELLE – NOVEMBER 2021
Published: December 16, 2021
All figures in CAD unless mentioned otherwise Looking for reliable data on
recent market performance? Here you’ll find a PDF document of the monthly
statistics […]
CONTRIBUTORS
*
*
Learn more
* Market Statistics – Parkyn Doyon La Rochelle – April 2022
Learn More
* Market Statistics – Parkyn Doyon La Rochelle – March 2022
Learn More
* Market Statistics – Parkyn Doyon La Rochelle – February 2022
Learn More
* Market Statistics – Parkyn – Doyon La Rochelle – January 2022
CONTRIBUTORS
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*
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* Market Statistics – Parkyn, Doyon La Rochelle – December 2021
CONTRIBUTORS
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*
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* Market Statistics – Parkyn – Doyon La Rochelle – November 2021
CONTRIBUTORS
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*
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* * THE PASSIVE VS. ACTIVE FUND MONITOR (2021)
* THE PASSIVE VS. ACTIVE FUND MONITOR
* EXPECTED INVESTMENT RETURNS
* THE VALUE PREMIUM: FACT OR FANTASY?
* THE PASSIVE VS. ACTIVE FUND MONITOR (YEAR-END 2019)
* A GUIDE TO FIXED-INCOME INVESTING
* Evidence Based Investing
THE PASSIVE VS. ACTIVE FUND MONITOR (2021)
Published: April 13, 2022
This report describes the competitive landscape for passively and actively
managed funds from 2011 to 2020 in Canada, the United States and around
the world.
CONTRIBUTORS
*
Learn more
* Evidence Based Investing
THE PASSIVE VS. ACTIVE FUND MONITOR
Published: April 20, 2021
This report describes the competitive landscape for passively and actively
managed funds from 2011 to 2020 in Canada, the United States and around
the world.
CONTRIBUTORS
*
Learn more
* Evidence Based Investing
EXPECTED INVESTMENT RETURNS
Published: February 19, 2021
This document is intended to provide up-to-date estimates of the expected
returns of asset classes and portfolios for Canadian investors. The
methodology underlying these estimates is outlined in a separate
document1.
CONTRIBUTORS
*
Learn more
* Evidence Based Investing
THE VALUE PREMIUM: FACT OR FANTASY?
Published: November 24, 2020
The underperformance of value stocks relative to their growth counterpart
in recent years has led many investors to question whether a value premium
truly exists.
CONTRIBUTORS
*
Learn more
* Evidence Based Investing
THE PASSIVE VS. ACTIVE FUND MONITOR (YEAR-END 2019)
Published: April 15, 2020
This report describes the competitive landscape for passively and actively
managed funds since 2010 in Canada and the United States.
CONTRIBUTORS
*
Learn more
* A GUIDE TO FIXED-INCOME INVESTING
Published: December 6, 2019
Bonds and other fixed-income securities do not receive much coverage in
the media for a number of reasons.
CONTRIBUTORS
*
Learn more
* The Passive Vs. Active Fund Monitor (2021)
SUMMARY
This report describes the competitive landscape for passively and actively
managed funds from 2011 to 2020 in Canada, the United States and around
the world.
CONTRIBUTORS
*
Learn More
* The Passive Vs. Active Fund Monitor
SUMMARY
This report describes the competitive landscape for passively and actively
managed funds from 2011 to 2020 in Canada, the United States and around
the world.
CONTRIBUTORS
*
Learn More
* Expected Investment Returns
SUMMARY
This document is intended to provide up-to-date estimates of the expected
returns of asset classes and portfolios for Canadian investors. The
methodology underlying these estimates is outlined in a separate
document1.
CONTRIBUTORS
*
Learn More
* The Value Premium: Fact or Fantasy?
SUMMARY
The underperformance of value stocks relative to their growth counterpart
in recent years has led many investors to question whether a value premium
truly exists.
CONTRIBUTORS
*
Learn More
* The Passive Vs. Active Fund Monitor (Year-end 2019)
SUMMARY
This report describes the competitive landscape for passively and actively
managed funds since 2010 in Canada and the United States.
CONTRIBUTORS
*
Learn More
* A Guide to Fixed-Income Investing
SUMMARY
Bonds and other fixed-income securities do not receive much coverage in
the media for a number of reasons.
CONTRIBUTORS
*
Learn More
* * YOUR 2021 TAX RETURN – TAX REPORTING INFORMATION
* YOUR 2020 TAX RETURN – TAX REPORTING INFORMATION
* THE SAFE-KEEPING OF YOUR ASSETS
* NBIN BEST EXECUTION PUBLIC DISCLOSURE STATEMENT
* INTRODUCING/CARRYING BROKER DISCLOSURE STATEMENT
* HOW IIROC PROTECTS INVESTORS
* YOUR 2021 TAX RETURN – TAX REPORTING INFORMATION
Published: February 7, 2022
To help you complete your income tax return, the following document is an
overview of the most common Canadian tax slips.
Learn more
* YOUR 2020 TAX RETURN – TAX REPORTING INFORMATION
Published: March 1, 2021
To help you complete your income tax return, the following document is an
overview of the most common Canadian tax slips.
Learn more
* Personal Wealth
THE SAFE-KEEPING OF YOUR ASSETS
Published: October 30, 2020
PWL Capital is structured such that all your assets are held in accounts
in your name by our carrying broker, National Bank Independent Network.
When you deposit money to your accounts, the cheque is made out to NBIN,
never PWL. Any movements of funds or securities in or out of your accounts
can only be executed with your written authorization.
Learn more
* Personal Wealth
NBIN BEST EXECUTION PUBLIC DISCLOSURE STATEMENT
Published: September 4, 2018
The following are recent changes to the NBF Best Execution public
disclosure statement, which will be noted in this section for your
reference, and will be maintained for at least the next 6 months
Learn more
* Personal Wealth
INTRODUCING/CARRYING BROKER DISCLOSURE STATEMENT
Published: September 4, 2018
National Bank Independent Network (NBIN) is a division of National Bank
Financial Inc. (NBF Inc.), as well as a trademark owned by National Bank
of Canada (NBC) that is used under license by NBF Inc.
Learn more
* Personal Wealth
HOW IIROC PROTECTS INVESTORS
Published: September 4, 2018
Your advisor is providing you with this brochure so that you understand
the advantages and protections offered by investing through an
IIROC-regulated advisor and firm.
Learn more
* Your 2021 Tax Return – Tax Reporting Information
SUMMARY
To help you complete your income tax return, the following document is an
overview of the most common Canadian tax slips.
Learn More
* Your 2020 Tax Return – Tax Reporting Information
SUMMARY
To help you complete your income tax return, the following document is an
overview of the most common Canadian tax slips.
Learn More
* The Safe-Keeping of your Assets
SUMMARY
PWL Capital is structured such that all your assets are held in accounts
in your name by our carrying broker, National Bank Independent Network.
When you deposit money to your accounts, the cheque is made out to NBIN,
never PWL. Any movements of funds or securities in or out of your accounts
can only be executed with your written authorization.
Learn More
* NBIN Best Execution Public Disclosure Statement
SUMMARY
The following are recent changes to the NBF Best Execution public
disclosure statement, which will be noted in this section for your
reference, and will be maintained for at least the next 6 months
Learn More
* Introducing/carrying broker disclosure statement
SUMMARY
National Bank Independent Network (NBIN) is a division of National Bank
Financial Inc. (NBF Inc.), as well as a trademark owned by National Bank
of Canada (NBC) that is used under license by NBF Inc.
Learn More
* How IIROC Protects Investors
SUMMARY
Your advisor is providing you with this brochure so that you understand
the advantages and protections offered by investing through an
IIROC-regulated advisor and firm.
Learn More
* * TEAM PARKYN-DOYON LA ROCHELLE MODEL PORTFOLIOS – DECEMBER 31, 2021
* TEAM PARKYN-DOYON LA ROCHELLE MODEL PORTFOLIOS – JUNE 30, 2021
* TEAM PARKYN-DOYON LA ROCHELLE MODEL PORTFOLIOS – DECEMBER 31, 2020
* TEAM PARKYN-DOYON LA ROCHELLE MODEL PORTFOLIOS – JUNE 30, 2020
* TEAM PARKYN-DOYON LA ROCHELLE MODEL PORTFOLIOS – DECEMBER 31, 2021
Published: January 28, 2022
This document provides the performance data for Model Portfolios for
December 31 2021, as compiled by the Parkyn-Doyon La Rochelle team. For
illustration purposes only. […]
CONTRIBUTORS
*
*
Learn more
* TEAM PARKYN-DOYON LA ROCHELLE MODEL PORTFOLIOS – JUNE 30, 2021
Published: December 8, 2021
This document provides the performance data for Model Portfolios for June
2021, as compiled by Parkyn-Doyon La Rochelle. For illustration purposes
only. Actual client portfolios […]
CONTRIBUTORS
*
*
Learn more
* Evidence Based Investing
TEAM PARKYN-DOYON LA ROCHELLE MODEL PORTFOLIOS – DECEMBER 31, 2020
Published: January 15, 2021
This document provides the performance data for Model Portfolios for
December 2020, as compiled by Parkyn-Doyon La Rochelle.
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* Evidence Based Investing
TEAM PARKYN-DOYON LA ROCHELLE MODEL PORTFOLIOS – JUNE 30, 2020
Published: July 22, 2020
This document provides the performance data for Model Portfolios for June
2020, as compiled by Pakyn-Doyon La Rochelle.
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* Team Parkyn-Doyon La Rochelle Model Portfolios – December 31, 2021
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* Team Parkyn-Doyon La Rochelle Model Portfolios – June 30, 2021
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* Team Parkyn-Doyon La Rochelle Model Portfolios – December 31, 2020
SUMMARY
This document provides the performance data for Model Portfolios for
December 2020, as compiled by Parkyn-Doyon La Rochelle.
CONTRIBUTORS
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*
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* Team Parkyn-Doyon La Rochelle Model Portfolios – June 30, 2020
SUMMARY
This document provides the performance data for Model Portfolios for June
2020, as compiled by Pakyn-Doyon La Rochelle.
CONTRIBUTORS
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* * A STRONG BUT UNEVEN GLOBAL RECOVERY
* PLAYING THE WINNER’S GAME – LARRY SWEDROE, 2013
* A STRONG BUT UNEVEN GLOBAL RECOVERY
Published: October 21, 2021
A midyear update to the Vanguard Economic and Market Outlook for 2021
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* Personal Wealth
PLAYING THE WINNER’S GAME – LARRY SWEDROE, 2013
Published: September 17, 2018
The instant access to unlimited information on the Internet has not
improved experienced investors’ chances of having a positive investing
experience. The need to rise above the noise with out busy lives has never
been greater. That is where this book comes in.
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* A strong but uneven global recovery
SUMMARY
A midyear update to the Vanguard Economic and Market Outlook for 2021
Learn More
* Playing the Winner’s Game – Larry Swedroe, 2013
SUMMARY
The instant access to unlimited information on the Internet has not
improved experienced investors’ chances of having a positive investing
experience. The need to rise above the noise with out busy lives has never
been greater. That is where this book comes in.
Learn More
* * SEVEN DEADLY SINS OF INVESTING
* WHEN MORE IS LESS: INVESTMENT LESSONS FROM U.S. ENDOWMENTS
* Personal Wealth
SEVEN DEADLY SINS OF INVESTING
Published: October 21, 2021
The principles of smart investing are well known, thanks to many years of
academic research into market history, asset characteristics and human
behaviour.
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* Evidence Based Investing
WHEN MORE IS LESS: INVESTMENT LESSONS FROM U.S. ENDOWMENTS
Published: October 8, 2019
This paper explores research on the investment performance of U.S.
endowments. It offers important insights for all investors, including
those entrusted with responsibility of managing foundations, trusts and
private wealth.
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* Seven deadly sins of investing
SUMMARY
The principles of smart investing are well known, thanks to many years of
academic research into market history, asset characteristics and human
behaviour.
CONTRIBUTORS
*
Learn More
* When More is Less: Investment Lessons from U.S. Endowments
SUMMARY
This paper explores research on the investment performance of U.S.
endowments. It offers important insights for all investors, including
those entrusted with responsibility of managing foundations, trusts and
private wealth.
CONTRIBUTORS
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* * WILL INFLATION HURT STOCK RETURNS? NOT NECESSARILY
* WILL INFLATION HURT STOCK RETURNS? NOT NECESSARILY
Published: October 21, 2021
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* Will Inflation Hurt Stock Returns? Not Necessarily
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WHO WE ARE
Your achievements are the result of having made the right decisions — in your
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Portfolio Management and brokerage services are offered by PWL Capital Inc,
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