Episode #87: The Future of Wealth Management Started in 1996: The PWL Capital Story
In this Episode, François Doyon La Rochelle celebrates PWL's 30th anniversary by discussing the company's history with James who is one of PWL's co-founders.
Episodes
87
Latest episode
May 2026
Language
EN
Hosted by James Parkyn and François Doyon La Rochelle of PWL Capital.
In this Episode, François Doyon La Rochelle celebrates PWL's 30th anniversary by discussing the company's history with James who is one of PWL's co-founders.
In this Episode, James Parkyn & François Doyon La Rochelle discuss diversification, the value premium and the importance of the profitability factor.
In this Episode, James Parkyn & François Doyon La Rochelle discuss with Raymond Kerzerho, PWL's Senior Researcher, a recent research paper from Morgan Stanley entitled "Who is on the Other Side".
In this Episode, James Parkyn & François Doyon La Rochelle discuss crucial components of investing: Risk Tolerance & Risk Capacity.
In this Episode, James Parkyn & François Doyon La Rochelle break down the key stock market statistics from 2025 and unpack the biggest lessons the year taught investors.
In this Episode, James Parkyn & François Doyon La Rochelle discuss how investors' behavioral biases sabotage their long-term investment plan.
In this Episode, James Parkyn & François Doyon La Rochelle review Year-End Tax Planning strategies for investors in Capital Market Securities.
In this Episode, James Parkyn & François Doyon La Rochelle discuss financial market bubbles history and perspectives.
In this Episode, James Parkyn & François Doyon La Rochelle welcome back PWL's Senior Researcher, Raymond Kerzérho, to discuss expected returns.
In this Episode, James Parkyn & François Doyon La Rochelle discuss a frequent question they are receiving from their clients: "Should we reduce our allocation to US Stocks?".
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