James Parkyn is a portfolio manager with PWL Capital Inc. and is securities-licensed by the Investment Industry Regulatory Organization of Canada (IIROC).
François Doyon La Rochelle is a portfolio manager with PWL Capital Inc. and is securities-licensed by the Investment Industry Regulatory Organization of Canada (IIROC).
Raymond Kerzérho is the Director of research with PWL Capital Inc.
Dec 8, 2021
In this episode of Capital Topics, James Parkyn and François Doyon La Rochelle discuss the following portfolio management and financial planning subjects:
- Main topic: Year-end Portfolio Tax Strategies – part 2. Review of the year-end tax planning strategies for both Accumulators and Retirees.
- Listener’s question:...
Nov 24, 2021
In this episode of Capital Topics, James Parkyn and François Doyon La Rochelle discuss the following portfolio management and financial planning subjects:
- In the news: The latest news on Inflation
- Main topic: Year-end Portfolio Tax Strategies – part 1
Links:
Nov 10, 2021
In this episode of Capital Topics, James Parkyn and François Doyon La Rochelle discuss the following portfolio management and financial planning subjects:
- In the news: Wealthsimple’s Change of Heart?
- Main topic: Are investors expectations of future returns too high? A look at a recent survey by the Large French...
Oct 27, 2021
In this episode of Capital Topics, James Parkyn, François Doyon La Rochelle and Raymond Kerzérho discuss the following portfolio management and financial planning subjects:
- In the news: How the Big Banks are reacting to the new “Know Your Product” Rule
- Main topic: The “Mind the Gap 2021” report on the cost...
Oct 13, 2021
In this episode of Capital Topics, James Parkyn, François Doyon La Rochelle and Raymond Kerzérho discuss the following portfolio management and financial planning subjects:
- In the news: The latest Market Stats as of September 30
- Main topic: “What have markets taught us since 2000?” – A roundtable
- Good advice of...