Research
At PWL Capital we do not push products or have any hidden fees; so you get unbiased advice. No hype. Just solid common sense.
The PWL Capital research department advises portfolio managers and advisors on investment strategies. It also advises PWL Capital’s Investment Committee on portfolio construction guidelines and innovation.
- Focuses on asset class research, including cost of capital monitoring
- Conducts financial analysis and fundamental research on list of approved securities eg: Income Trusts.
- Consolidates external research from respected sources which are drawn from academia and data services such as Bloomberg
- Conducts on site management visits
- Prepares monthly report on capital markets
- Authors white papers and position papers as well as topical articles and bulletins
Raymond Kerzérho, CFA
Director of Research
Raymond is the Director of Research at PWL Capital. He has spent a large part of his career managing bond and derivative product portfolios for pension funds, mutual funds and for a major bank. He holds degrees from HEC Montreal (B.B.A.) and Laval University (MBA) and has earned the Chartered Financial Analyst (CFA) designation. Raymond’s mission is to maximize clients’ risk-adjusted return by applying his in-depth knowledge of the capital markets.
Raymond chairs the PWL Capital Investment Committee. Over the years Raymond has authored numerous articles, white papers and economic commentaries. He is sought-out by members of the media as a trusted and knowledgeable source on capital markets.
François Doyon La Rochelle, B.A., CFA
Financial Analyst, and Portfolio Manager
François Doyon La Rochelle is a Financial Analyst and Portfolio Manager at PWL Capital since 2001. Prior to joining PWL Capital, François has held various investment related positions in a leading Canadian wealth management firm. François holds a Bachelor in Business Administration (B.B.A.) from the Université du Québec in Hull and holds the Chartered Financial Analyst (CFA) designation.
François brings his diligence and thoughtful approach to building clients’ customized portfolios. He consistently reviews these portfolios to ensure they fit the PWL investment philosophy and the clients’ defined objectives.