The New Retirement

By James Parkyn - PWL Capital Montreal

“If you’re planning for retirement or are newly retired, you’ve probably already realized that success in this new stage of your life is going to require more than just financial security. It will also call on you to make wise decisions to find meaning, foster deep relationships and give yourself the best chances of remaining heathy and active throughout your retirement.

This guide is here to help. In the following pages, we will look at how you can build a holistic plan to make the next chapter of your life the best it can be.”

Investing Life Skills for Early Savers

By James Parkyn

“In over 25 years as an advisor, a comment I have often heard from clients is that they wish they’d started investing earlier to take even more advantage of compounding. They often tell me they want to get this message through to their children.

Warren Buffet, Chairman of Berkshire Hathaway once said that “Investing is simple, but not easy” and I wrote this eBook to help anyone who might be starting out on their investing journey.” - James Parkyn

In this eBook, Mr. James Parkyn explains key concepts to help you take the first critical steps on your financial journey by learning how to make good decisions and avoid mistakes.

When More Is Less: Investment Lessons from U.S. Endowments

By James Parkyn, François Doyon La Rochelle & Raymond Kerzerho

“To achieve their objectives, endowments must prudently invest their assets with a long-term perspective, attempting to maximize returns while controlling for risk in an uncertain world..This paper explores research on the investment performance of U.S. endowments. it offers important insight for all investors, including those entrusted with responsibility of managing foundations, trusts and private wealth.”