For over 25 years, James Parkyn and François Doyon La Rochelle have been helping clients in Montreal and across Canada build wealth and lasting legacies. Our team integrates financial planning with investment management to offer sound, measurable growth. We give our clients confidence, clarity, and results, with outstanding service that puts their needs first.

Our Investment Philosophy

Patience, conviction, results. Our proven long-term investing philosophy is built on stability and resilience. We help you see the strength of your investments so that you can sleep easy at night, even amid market ups and downs.

  • Evidence-based investment strategies grounded in empirical evidence & Nobel Prize-winning research

  • Low-cost, globally diversified investing utilizing ETFs & tax-efficient mutual funds from world-class investment companies

  • Holistic approach prioritizing factors within our control – such as tax management & asset allocation

Our Wealth Management Services

Comprehensive evidence-based wealth management services to optimize all aspects of your financial life. Support and coaching to give you the discipline and resilience you need to stay the course.


Investment Management

Tailored portfolios that are cost-effective and tax-efficient, with globally diversified, evidence-based strategies to capture market returns over the long term.


Financial & Tax Planning

Financial strategies that put your goals, aspirations, and financial well-being first.

Inter-Generational Wealth Transfer & Philanthropic Planning

Seamless wealth transfer across generations, aligned with your philanthropic values.

Become a Client

Work with a team that understands that financial success is more than just portfolio returns – it’s about aligning your wealth with your values and leaving a lasting legacy that you and your loved ones can be proud of. It’s also about setting financial goals that work for your lifestyle and risk tolerance.

  • Our fiduciary duty puts your interests first at all times

  • Our fees are transparent, clear & predictable

  • Our evidence-based strategies focus on capturing long-term capital market returns

  • Our collaborative approach with your chosen experts ensures you always receive sound, holistic advice