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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. 

Jul 7, 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 results of CPP Investments
  • Inflation is back: What’s the impact on your portfolio?
  • Good advice of the day: “Rebalancing your portfolio is a good retirement habit”
  • Listener’s question, who asks: Should I realize taxable losses on some of my investments now or later?

Links:

CPP Investments web site

Research Report: Rebalancing