Preview Mode Links will not work in preview mode

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 15, 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: A hacker steals $600 million worth of cryptocurrencies
  • Main topic: Registered Education Savings Plans
  • Good advice of the day: “Don’t Chase Performance”
  • Listener’s question: “How should I establish a target asset mix for my inapt mother?”

Links:

Canada Education Savings Program: 2020 Annual Statistical Review

Canada Student Loans Program: Actuarial Report - July 2019

RBC Financial Planning: Your guide to saving for a child’s post-secondary education