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.
Jun 9, 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 ban on mutual fund Deferred Sales Charges in Ontario
- A study with surprising findings from Dartmouth University about the behaviour of Canadian financial advisors
- Bad advice of the day: “ETFs are not enough to build a good portfolio, add individual stocks!”
- Listener’s question, who asks: Should I start cashing out of my RRSP progressively now or defer it as much as possible?
Links:
Ontario Securities Commission press release on the ban of DSCs