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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. 

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 Money Management firm Natixis

Links:

2021 Natixis Global Survey of Individual Investors | Natixis Investment Managers

Financial Planning Assumptions - PWL Capital