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.
Sep 27, 2023
In this Episode, James Parkyn & François Doyon La Rochelle give a brief overview of how registered education savings plan works and what are the best strategies to tap into your RESP savings most efficiently.
They also drill down into the stock component of your portfolio and on how much global exposure you should have.
Links to share:
- The Debate About the 60/40 Balanced Portfolio and the Review of the RRIF Mandatory Withdrawal Rules — Capital Topics By James Parkyn & François Doyon La Rochelle
- Capital Topics episode 23: The High Cost of Investing in Hedge Funds - PWL Capital By James Parkyn, Raymond Kerzérho & François Doyon La Rochelle
- Canadian Home Bias: A Case for Global Equity Diversification | Vanguard Canada By Bilal Hasanjee - Vanguard
- Global equity investing: The benefits of diversification and sizing your allocation (vanguard.com) By Scott J. Donaldson, Harshdepp Ahluwalia, Giulio Renzi-Ricci, Victor Zhu & Alexander Aleksandrovich – Vanguard
-The Canadian Equity Market Isn’t as Canadian As it... | Morningstar By Dan Lefkovitz