Portfolio Engineering Concepts

Working with Parkyn—Doyon La Rochelle: Our Approach to Managing Wealth

Working with Parkyn—Doyon La Rochelle: Our Approach to Managing Wealth

By James Parkyn - PWL Capital - Montreal

Managing wealth is at the heart of everything we do as portfolio managers and financial advisors at Parkyn—Doyon La Rochelle. After all, wealth is the foundation of your financial independence and money properly invested will help you reach your goals.

With so many options, and so many preconceived ideas, where do you start?

When it comes to investing money, we think transparency is always the way forward. So, let’s go back-to-basics, and answer fundamental questions regarding how we manage your wealth.

Here is how we work at Parkyn—Doyon la Rochelle.       

Why invest in financial markets?

A successful financial plan hinges on your money being properly invested to grow and generate returns. But why invest in financial markets? There are several reasons:

  • Grow wealth over time: Historically, investing in financial markets tends to offer a higher return than savings accounts for example. This means your money has the potential to grow at a faster rate, allowing you to build wealth for your retirement or future goals.

  • Beat inflation: Inflation slowly reduces the buying power of your money over time. Investing can potentially help your money grow faster than inflation, which means you maintain or even increase your purchasing power in the future.

  • Diversification: Investing in a variety of assets can help spread out your risk. This means that if one investment goes down in value, the others may help balance it out.

What is a financial plan?

A financial plan is a comprehensive strategy for managing finances to achieve long-term goals. For high wealth individuals, this typically means preserving and growing wealth through tailored approaches to investing, tax optimization, and legacy planning. A financial plan for affluent clients might involve structuring trusts and philanthropic endeavors alongside traditional asset management.

How do we invest your money?

The Parkyn—Doyon La Rochelle approach starts with discussing and understanding your goals. Is it simply to retire comfortably? Travel more or acquire a vacation property? Fund post-secondary education for your kids and grandchildren? Give back through philanthropy? All of the above?

Based on your goals, we create an investment plan designed to achieve the returns you need to attain these goals, taking into consideration the level of risk you are comfortable with.         

How do we approach risk?

We know that returns are closely correlated to risk. That is why we take the time to discuss your tolerance to risk and risk capacity and answer all your questions about how markets fluctuate.

Your goals and risk tolerance will dictate how we design your investment portfolio, as well as where and how your money will be invested.

When building a portfolio, we subscribe to evidence-based and data-driven investment principles that minimize costs and maximize your diversification. This allows us to ensure greater, more reliable returns.

How do we design a tailored portfolio for you?

Here are all the dimensions we consider while designing your portfolio:

  • Asset allocation: This is the foundation of your portfolio. It involves dividing your investments among different asset classes based on your tolerance to risk and risk capacity and goals.
    Here's a general breakdown:

    • Stocks: Ownership in companies; generally, offer higher growth potential than other asset classes, but also higher risk.

    • Bonds: Loans to governments or companies; provide regular income but typically lower growth than other asset classes.

    • Cash equivalents: Very low-risk investments like savings accounts or money market funds; used for short-term goals or emergencies.

  • Diversification: We don't put all your eggs in one basket. We carefully distribute your investments across various asset classes, sectors, and geographical locations. This helps to mitigate risk because if one investment loses value, others may compensate.

What is an asset class?

An asset class is a grouping of investments with similar characteristics and subject to the same laws and regulations. Common examples of asset classes include: Equities (e.g., stocks), fixed income (e.g., bonds), cash and cash equivalents, real estate, commodities, and currencies. Focusing on asset classes is one way to help investors diversify their portfolios.

  • Investments: We invest in broad-market ETFs from reputable providers such as Vanguard, iShares, BMO, and institutional calibre mutual funds sourced from Dimensional Fund Advisors Canada ULC (DFA).

What is a broad-market ETF?

A broad-market ETF is a type of exchange traded fund that tracks major indices such as the S&P 500. They diversify exposure to the overall market, reducing risk while providing potential long-term growth. ETFs are similar to stocks since they both trade on stock exchanges. An example of a broad-market ETF is the is the SPDR S&P 500

What is an institutional calibre mutual fund?

An institutional calibre mutual fund is a high-quality fund designed for large investors, offering professional management and lower fees. These funds have rigorous selection criteria and are often used in portfolios for stability and growth. An example is Dimensional Canadian Core Fund Class F.

  • Fees and taxes: Investment fees and taxes can eat into your returns. That is why we use low expense-ratio mutual funds and ETFs. We minimize potential tax implications in your investment choices.

What is a low expense-ratio mutual fund or ETF?

A low expense-ratio mutual fund or ETF has fewer fees deducted from returns. Investors use them to maximize gains and reduce costs. An example is the Vanguard US Total Market Index ETF (VUN), known for its minimal expense ratio while offering broad market exposure.

  • Rebalance and review: Over time, the value of your investments will fluctuate, causing your asset allocation to drift. We periodically rebalance your portfolio to get back to your target asset allocation. We also regularly review your financial situation and tolerance to risk and risk capacity and adjust your portfolio accordingly.

What is our role as a portfolio manager?

Expertly managing your wealth and helping you achieve your financial goals is at the core of our mission as portfolio managers and financial advisors.

  • Risk mitigation and diversification: One of our primary objectives as portfolio managers is to spread risk across a variety of assets. This reduces the impact of poor performance in any one given area to ensure more stable returns over time.

  • Return optimization: We aim to maximize returns given your specific level of tolerance to risk and risk capacity. This involves a careful balance between conservative and more aggressive investments to achieve the highest possible return on investment.

  • Behavioural coaching: Through behavioural financial coaching, our role is to provide guidance, helping you stay on course and adhere to your financial plan, preventing decisions that may impact your long-term objectives.

  • Capital preservation: While seeking returns is important, preserving capital is equally vital. As portfolio managers, we strive to protect your initial investment, especially if you have a lower risk appetite.

  • Liquidity management: We ensure that your portfolio maintains sufficient liquidity to meet your short-term financial needs.

  • Tax efficiency: Portfolio management often involves strategies to minimize tax liabilities, such as tax-loss harvesting and asset location, to enhance after-tax returns. We identify opportunities to optimize tax efficiency.

  • Long-term growth: We help prioritize long-term growth in our clients’ portfolios, to build wealth for retirement or other significant financial goals.

  • Cost management: Reducing investment costs such as fees and expenses can significantly impact overall returns. We efficiently manage these costs to enhance your outcomes.

Why partner with Parkyn—Doyon La Rochelle?

We understand the importance of investing wisely to build wealth, beat inflation, and diversify risk.

When you partner with us, you get a personalized approach grounded in transparency, evidence-based strategies, and a deep understanding of your unique goals and tolerance to risk and risk capacity. You also gain a trusted advisor who can help you navigate the complexities of the financial markets and secure a prosperous future.

Let’s start building your roadmap to financial prosperity today

For more commentary and insights on investing and personal finance, listen to our Capital Topics podcast and subscribe to never miss an episode. And download your free copy of our popular eBook Seven Deadly Sins of Investing.

When Is the Right Time to Switch Financial Advisors?

When Is the Right Time to Switch Financial Advisors?

By James Parkyn - PWL Capital - Montreal

When it comes to managing your wealth, it’s important to consider the value you are currently getting from your current advisor. If you feel that you currently paying too much to get too little, you are not alone. According to the 2023 EY Global Wealth Research Report, 45% of Canadians are looking to switch or add providers to help them manage their money more effectively.

It's understandable why Canadians are reevaluating who handles their wealth: high fees for proprietary products, subpar diversification and performance, a lack of a holistic financial plan…. In our expert opinion, you have every right to expect more.

Benefits of switching financial advisors

Perhaps you have reached a new junction in your professional life. Or it’s time to wind down your activities and think about retirement. Or perhaps you’re not sure you have the right plan in place or simply need a second opinion to feel secure about how your wealth can provide a comfortable life, now and for a long time.

Sometimes a fresh start is all you need to gain clarity, pay less, and get way more in return, such as a comprehensive plan focused on what you can control, that guides you towards reaching your ultimate objectives while minimizing costs.

What to look for in a new financial advisor 

Feeling unsure about where to start? A good financial advisor should offer a hassle-free journey guided by experts that's surprisingly easy and designed to deliver maximum value.

That's exactly what teaming up with the Parkyn—Doyon La Rochelle team offers. We'll walk you through every step with open ears and an attention to details. As a result, you'll feel confident knowing you have a personalized plan in place, and your investments are actively working towards your dreams.

Steps involved in becoming a Parkyn—Doyon La Rochelle client

Becoming a Parkyn—Doyon La Rochelle client is easy and stress-free. Here’s our 4-step process, during which we do all of the heavy lifting:

  1. The Discovery Meeting: Understanding Your Vision

    The first step is a relaxed discovery meeting. This is your chance to share your financial goals, aspirations, and concerns. We will actively listen and then ask questions to gain a comprehensive understanding of your unique situation. This includes your current financial standing, risk tolerance, and long-term vision.

    It’s also a chance to learn more about our team, along with our evidence-based investment philosophy and approach to safekeeping your assets.

  2. Crafting Your Personalized Plan: Tailored Solutions

    Based on the discovery meeting, we will propose a customized financial plan. This plan outlines a clear roadmap encompassing investment strategies, risk management approaches, and potential tax optimization strategies. Everything is designed to align with your specific goals, whether it's planning for retirement, saving for a child's education, or building wealth for a comfortable future.

  3. Transferring Funds: Seamless Transition

    Once you're comfortable with the proposed plan, and decide to join us, we will initiate the transfer of funds. We know how to handle this process efficiently and will work with your current financial institutions to facilitate the secure transfer of your assets. If there are financial or tax implications related to the transfer, we will explain the choices in plain language and suggest the best way forward, with your best interests at heart.   

  4. Regular Review Meetings: Staying on Track

    Your journey with us doesn't end with the initial plan. Regular review meetings are an essential part of the process. These meetings provide an opportunity to discuss any changes in your financial situation and adjust the plan accordingly to ensure you remain on track towards your goals. We optimize the frequency of these meetings to keep you fully in the loop without draining your time.

    Throughout this process, you can expect clear communication and transparency. We will be readily available to answer your questions, address concerns, and provide ongoing guidance.

Why Choose the Parkyn Doyon La Rochelle Team?

Partnering with us offers several key benefits:

  • Financial expertise: You gain access to a team of experienced professionals with a deep understanding of financial markets, investment strategies, tax and retirement planning as well as charitable giving.

  • Conflict-free advice: We use a straightforward, independent fee-based model to ensure you always get balanced advice that’s free from bank or brokerage affiliations.

  • Tailored comprehensive plans: We offer holistic wealth management services to optimize all aspects of your financial life. This includes portfolio management, financial and tax planning, and inter-generational wealth planning.

  • Personalized approach: Your financial plan is tailored to your unique needs and goals, ensuring a strategy that truly reflects your vision. If your circumstances change, we adapt your plan to ensure it continues to deliver maximum value.

  • Ongoing support: You have a dedicated wealth management team by your side, providing continuous guidance and support throughout your financial journey.

  • Peace of mind: Knowing your financial future is in the hands of experienced, unbiased professionals allows you to focus on what truly matters.

Working with an experienced financial advisor should be a smooth and enriching experience. If you’re not satisfied with the financial advice and guidance you’re currently receiving, remember that it’s easier than ever to switch. Come see how much value you can get from a fresh start with the Parkyn—Doyon La Rochelle team.

Let’s start building your financial future today

Want to learn more ?

On Expertise: Insights for Achieving Your Financial Goals

On Expertise: Insights for Achieving Your Financial Goals

By James Parkyn - PWL Capital - Montreal

One common trait of highly successful individuals is that they possess the discernment to acknowledge not only their own expertise but also recognize and leverage the expertise of others. This ability enables them to build strong networks, delegate effectively, and make informed decisions that propel them further towards their goals.

Importance of understanding and recognizing expertise

Genuine expertise transcends simply possessing all the answers; it entails understanding how and where to source the correct solutions when necessary. This is important for several reasons:

  • It allows you to identify and leverage your strengths: Knowing your areas of expertise empowers you to focus your efforts and achieve better results.

  • It helps you recognize the expertise of others: By understanding what others are skilled at, you can build strong teams, delegate effectively, and learn from valuable mentors.

  • It allows you to navigate complex situations: Expertise provides a framework for making informed decisions and solving problems efficiently.

Benefits of cultivating expert networks 

Successful individuals cultivate extensive networks of skilled professionals, recognizing that leveraging the expertise of others is key to achieving their goals.

For more than 25 years, we've collaborated closely with accomplished executives, entrepreneurs, healthcare professionals, business owners and academics, both locally in Montreal and across Canada.

As an integral part of our clients' network of experts, we prioritize seamless coordination and comprehensive support. We maintain close collaboration with various professionals, including accountants and lawyers, to ensure that we consistently offer the most appropriate next steps within the broader context.

Our overarching objective remains consistent: to empower individuals to excel in their respective fields by simplifying and optimizing their financial decision-making processes.

>>>See our investment philosophy


What to look for in a financial advisor: 5 indicators of expertise

Here's how we help successful professionals like you:

  • We understand your complexities. Your financial picture is multifaceted. You may have a complex business structure, a growing family to consider, and a desire to give back meaningfully. We take the time to understand your unique circumstances and goals.

  • We speak your language. Financial jargon is our second language. We translate complex concepts into clear, actionable plans that fit seamlessly into your busy schedule.

  • We value your time. You don't have time to wade through mountains of financial data. We provide concise, insightful reports and regular communication, keeping you informed and involved without overwhelming you.

  • We focus on the growth of your wealth. We develop proactive strategies that align with your risk tolerance and ambition, allowing your wealth to work as hard as you do.

  • We offer comprehensive solutions. From unbiased investment management, tax planning and estate planning to retirement strategies and philanthropic giving, we address the full spectrum of your financial needs.

>>>Learn more about what we do

Parkyn – Doyon La Rochelle: More than just financial advisors, trusted partners

We understand that financial security is about more than just numbers; it's about peace of mind and the freedom to pursue your passions. By taking the weight of wealth management off your shoulders, we free you to focus on what truly matters – driving innovation, leading your team, and making a lasting impact on the world.

Leverage the expertise of the Parkyn – Doyon La Rochelle team to simplify the journey to achieving your many goals.

Want to learn more ?

Does holistic financial advice translate into higher returns?

Does holistic financial advice translate into higher returns?

By James Parkyn - PWL Capital - Montreal

For the longest time, wealth management services were confined to building and managing financial portfolios for clients. Then came a holistic approach to financial planning, which promised superior outcomes by looking beyond simple portfolio returns to consider all aspects of an individual's financial life. But how exactly does holistic financial planning play out and does it really translate into higher returns?

In this post, I delve into the details of holistic financial planning to help you decide if working with a holistic financial advisor makes sense for you – and when you should make the switch.

What is holistic financial advice? 

Holistic financial planning (or comprehensive wealth management) considers all aspects of an individual's financial life. This goes beyond traditional advice on investments and retirement planning to encompass areas such as budgeting, debt management, insurance, tax planning, and estate planning. The goal is to create a tailored strategy that aligns with the client's overall financial goals and values.

Promised benefits of holistic financial planning 

The Parkyn—Doyon La Rochelle team has been staunch advocates for holistic financial advice for over 25 years. Based on our experience, we have seen that superior outcomes can be achieved by recognizing the interconnected nature of all financial decisions. 

How holistic wealth management works

All holistic financial advisors take a comprehensive view of the client’s financial life, but each team will have its own approach and skillset. That being said, there are some key steps that are typically involved in holistic wealth management services:

  • The advisor will first meet with you and take the time to analyze your goals, values, financial situation, time horizon, and risk tolerance and capacity to tailor recommendations that optimize and simplify your financial life.  

  • The advisor will then propose a multi-pronged approach that includes investment management, financial and tax planning as well as inter-generational wealth transfer & philanthropic planning.

  • This multi-pronged approach will typically include a comprehensive roadmap that meticulously addresses and plans for major life events as a unified whole to optimize your financial well-being and overall quality of life.

  • Once the approach and roadmap have been agreed upon, your financial expert becomes your trusted “quarterback”. They will often collaborate closely with your chosen accounting, legal, and insurance advisors to optimize financial efficiency, while balancing both your personal and business goals.

  • Your advisor will continue to provide ongoing guidance and support that adapt to your ever-evolving circumstances, understanding that your financial, family and professional situations will not remain static over time. 

When is the right time to switch to holistic financial planning?

Most conventional financial planning will overlook at least a few key aspects of your financial life. If you are losing sleep over these missing aspects, it’s probably a sign that your current financial plan is not as comprehensive as it should be. This can be a good time to talk to a holistic financial advisor.

We have clients that come to us in their early twenties right up to the cusp of retirement. They may be just starting to think about their financial future, or at the point where they’re ready to solidify the legacy they will be leaving for future generations.

While the decision to switch financial advisors should never be taken lightly, it need not be painful or difficult. A good financial advisor will know how to guide you in the secure transfer of your assets and do all the heavy lifting, collaborating closely with the legal, tax and other advisors you know and trust. At the same time, they’ll ensure you retain full visibility and control over your finances.

By meticulously addressing and planning for life events as a unified whole, holistic financial planning can optimize your financial well-being and elevate your overall quality of life. Just like the harmony of a well-composed piece of music, success is achieved when all elements come together.


>>>See all our holistic wealth management services


The history of holism

The year is 1926. South African Prime Minister and natural science enthusiast Jan Christian Smuts coins the term ‘holism’ in his book Holism and Evolution. In it, he defines the concept as: "the tendency in nature to form wholes that are greater than the sum of the parts through creative evolution.”

The word ‘holistic’ was born out of this philosophy, and is employed today in many fields, to illustrate the importance of considering the whole, in lieu of focusing only on individual parts.

That same year, in London, England, Sir George Martin was born. Soon renowned for his musical brilliance and prowess as an arranger and producer, he earned the moniker of the "fifth Beatle." Martin's extraordinary knack for recognizing and amplifying the individual talents of John, Paul, George, and Ringo, transforming them into a cohesive force, became the stuff of legend. Understanding that the collective impact of the Beatles transcended their individual abilities, he played a pivotal role in shaping their enduring musical legacy, which continues to captivate audiences over six decades later.

The whole was always going to be bigger than the sum of the parts.


Want to know more about our approach to holistic wealth management?

For more commentary and insights on investing and personal finance, be sure to listen to our latest Capital Topics podcast and subscribe to never miss an episode. And download your free copy of our popular eBook Seven Deadly Sins of Investing

4% of Stocks Created Wealth

4% of Stocks Created Wealth 

By James Parkyn - PWL Capital - Montreal

How to ensure you own tomorrow’s winners  

It’s well known that owning stocks can generate great returns over the long run. Less known is the fact that almost all of that wealth creation typically comes from a tiny number of stocks. 

New research shows that $1 invested in the U.S. stock market in 1926 would have grown to an impressive $229.40 by 2023. That’s a cumulative compound return of 22,840%.  

Even more remarkable, however, is that just 4% of stocks accounted for all stock market wealth creation above a risk-free investment in Treasury bills. In fact, a majority of stocks—51.6% to be exact—actually had negative compound returns from 1926 to 2023. In other words, slightly more than half of stocks lost money over their life. 

 

The median stock lost 7.41%  

These are some of the fascinating conclusions of Arizona State University economist Hendrik Bessembinder.  

In a new paper, Bessembinder analyzed the retrns of 29,078 publicly listed common stocks from 1926 to 2023. His findings give powerful support for investing strategies that focus on passively owning a broadly diversified portfolio of stocks with a long-term horizon—the approach we use at PWL. 

Here are some of Bessembinder’s other conclusions: 

  • Companies remained publicly listed for only 11.6 years on average.  

  • Just 31 stocks remained publicly listed in the database for the full 98 years.  

  • The median cumulative compound return of all the stocks was -7.41% per year.  

 

Top performer gained 266 million percent 

How is it possible for the median return to be negative when the mean compound return was 22,840%? This is because of the magic of averaging. The mean average return is skewed heavily upward by massive gains of a small number of companies. These are the companies it’s essential to own for our investments to make money. 

As Bessembinder put it in a recent interview, “Long-run wealth enhancement in the public stock market is concentrated in relatively few stocks.” 

Among the best 30 performers: Emerson Electric Co., in 30th place, with a cumulative return of 2.4 million percent, and top dog Altria Group (formerly Philip Morris), with an otherworldly 266 million percent gain.  

Those aren’t typos. Stated differently, $1 invested in Emerson Electric would have become $24,098, while a dollar invested in Altria/Philip Morris stock would have grown to $2.66 million. 

 

Compounding led to massive profits 

These astonishing profits, incidentally, show the value of patiently accumulating compounded returns over the long run.  

Interestingly, Emerson Electric made its gains with what Bessembinder calls only a “moderately high” annualized compound return of 13.57%. The key was 79 years of compounding at this rate.  

Altria, for its part, had only a somewhat higher annualized compound return of 16.29%. But when compounded over 98 years, this yielded an extraordinary gain.  

Five firms accounted for 11.9% of gains   

Bessembinder’s findings confirm his earlier landmark research in which he found that just five of 26,168 publicly listed firms accounted for 11.9% of net U.S. shareholder wealth creation of $47.38 trillion from 1926 to 2019. 

This concentration is increasing. In 2016-2019, just five firms accounted for an even bigger slice—22.1%—of shareholder wealth creation. 

“This tendency for wealth creation to be concentrated in a few stocks has grown even stronger in recent years,” Bessembinder recently said

How to own the next winners  

What does all this mean? A tiny number of stocks is responsible for almost all wealth gain in the stock market. If you didn’t own those stocks, you would have lost money. How do you know which stocks to buy? You don’t. No one can know in advance which companies will be the best performers.  

The answer is not to gamble your savings and legacy on trying to find the hot new trend of the day, but to be sure you own the next Altria, Emerson or Google by owning every stock. This can be accomplished through broad index funds that hold all the companies in various market indexes, such as the S&P 500 Index or S&P/TSX Composite Index. 

As Bessembinder put it, “The only way to be certain of owning the stocks that turn out to be the future big gainers is to own all the stocks” in a broad index fund.  

At PWL, we couldn’t agree more. This is the approach that is at the core of our data-driven strategy focused on the long term. 

Fads and companies come and go, but a disciplined approach of owning the entire market ensures you’ll benefit from the winning companies of the next 98 years. 

Read more commentary and insights on personal finance and investing in our past blog posts, eBooks and podcast on the website of PWL Capital’s Parkyn-Doyon La Rochelle team and on our Capital Topics website.   

TAKE ADVANTAGE OF THE EXPERTISE OF JAMES PARKYN, Portfolio Manager at PWL Capital Montreal to determine the best solution for you.