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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 24, 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: The latest news on Inflation
  • Main topic: Year-end Portfolio Tax Strategies – part 1

Links:

2021-10-14_PWL_Financial_Planning_Assumptions-1.pdf (pwlcapital.com)

Are Concerns About Inflation Inflated? (dimensional.com)

Deflating Your Inflation Fears - WSJ