Episode #93: Year-End Tax Planning for 2026

Year-End Tax Planning for 2026

By JAMES PARKYN & FRANÇOIS DOYON LA ROCHELLE

In this Episode, James Parkyn & François Doyon La Rochelle review year-end tax planning strategies in Capital Market securities.

Or you can listen to this podcast using a streaming platform

 

DISCOVER THE PEACE OF MIND OF KNOWING YOUR INVESTMENTS AND WEALTH ARE IN GOOD HANDS BY CONTACTING PWL CAPITAL'S PARKYN-DOYON LA ROCHELLE TEAM IN MONTREAL TODAY.

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Read The Script:

1)   INTRODUCTION:

François Doyon La Rochelle:

You’re listening to Capital Topics, episode #93!

This is a monthly podcast about passive asset management and financial and tax planning ideas for the long-term investor.

Your hosts for this podcast are James Parkyn and me François Doyon La Rochelle, both portfolio managers with PWL Capital.

In our podcast today we will review Year-end Tax Planning Strategies for Investors in Capital Market Securities.

Enjoy!

2)  YEAR-END TAX PLANNING FOR 2026:

François Doyon La Rochelle:

Well, it’s that time of year again when we discuss year-end tax planning strategies for investors in capital market securities. As our regular listeners know, covering this topic at year-end has become an annual tradition on our podcast.

As we record this podcast, we are basing our advice on the tax rules currently in effect. The Federal government will be tabling its 2026 Budget in November. They haven't announced the date yet. If there are any major changes affecting investors, we will highlight them in our next podcast.

All right, James, let’s get into today’s topic: year-end tax planning. Where would you like to start?…Read More

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Episode #92: RESPs: Grants, Grandparents, Withdrawals and What Happens if Your Child Doesn't Go to School

RESPs: Grants, Grandparents, Withdrawals and What Happens if Your Child Doesn't Go to School

By JAMES PARKYN & FRANÇOIS DOYON LA ROCHELLE

In this Episode, James Parkyn & François Doyon La Rochelle discuss RESPs. Starting from Grants, the role of grandparents, withdrawals and what happens if your child doesn't go to post secondary school.

Or you can listen to this podcast using a streaming platform

 

DISCOVER THE PEACE OF MIND OF KNOWING YOUR INVESTMENTS AND WEALTH ARE IN GOOD HANDS BY CONTACTING PWL CAPITAL'S PARKYN-DOYON LA ROCHELLE TEAM IN MONTREAL TODAY.

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Read The Script:

1)   INTRODUCTION:

François Doyon La Rochelle:

You’re listening to Capital Topics, episode #92!

This is a monthly podcast about passive asset management and financial and tax planning ideas for the long-term investor.

Your hosts for this podcast are James Parkyn and me François Doyon La Rochelle, both portfolio managers with PWL Capital.

In our podcast today we will discuss RESPs. Starting from Grants, the role of grandparents, withdrawals and what happens if your child doesn't go to post secondary school.

Enjoy!

2)   RESPS : GRANTS, GRANDPARENTS, WITHDRAWALS AND WHAT HAPPENS IF YOUR CHILD DOESN’T GO TO SCHOOL:

François Doyon La Rochelle:

One of the biggest financial challenges facing parents today is the rising cost of post-secondary education. Tuition, housing, books, transportation, and living expenses can easily add up to tens of thousands of dollars over the course of a degree, diploma, or trade program.

Fortunately, however, Canada has a generous education savings program: the Registered Education Savings Plan, or RESP.…Read More

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Episode #91: Review of UBS Global Investment Returns Yearbook 2026

Review of UBS Global Investment Returns Yearbook 2026

By JAMES PARKYN & FRANÇOIS DOYON LA ROCHELLE

In this Episode, James Parkyn & François Doyon La Rochelle review the key findings from 27th edition of the UBS Global Investment Returns Yearbook for 2026.

Or you can listen to this podcast using a streaming platform

 

DISCOVER THE PEACE OF MIND OF KNOWING YOUR INVESTMENTS AND WEALTH ARE IN GOOD HANDS BY CONTACTING PWL CAPITAL'S PARKYN-DOYON LA ROCHELLE TEAM IN MONTREAL TODAY.

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Read The Script:

1)   INTRODUCTION:

François Doyon La Rochelle:

You’re listening to Capital Topics, episode #91!

This is a monthly podcast about passive asset management and financial and tax planning ideas for the long-term investor.

Your hosts for this podcast are James Parkyn and me François Doyon La Rochelle, both portfolio managers with PWL Capital.

In our podcast today we will review the key findings from 27th edition of the UBS Global Investment Returns Yearbook for 2026.  

Enjoy!

2)   REVIEW OF UBS GLOBAL INVESTMENT RETURNS YEARBOOK 2026:

François Doyon La Rochelle:

As usual, I will start this off.  Our topic today is a Review of the 27th edition of The UBS Global Investment Returns Yearbook, the 2026 Edition.  Reviewing the Yearbook is an annual ritual for our Podcast.  This is the 5th year we have published a podcast covering the Yearbook. I remind our listeners that prior podcasts covering the Yearbook are still very relevant today.

I would also like to highlight that UBS publishes the Yearbook in collaboration with Professors Paul Marsh and Mike Staunton of London Business School and Professor Elroy Dimson of Cambridge University.  They have been involved in all 27 editions.

That said, James, could you give our Listeners an Intro to the Yearbook and explain its purpose?…Read More

Links:

- UBS Global Investment Returns Yearbook 2026 – Public Summary Edition By Elroy Dimson, Paul Marsh & Mike Staunton - UBS

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Episode #90: Update on Expected Returns with Raymond Kerzerho

Update on Expected Returns with Raymond Kerzerho

By JAMES PARKYN & FRANÇOIS DOYON LA ROCHELLE

In this Episode, James Parkyn & François Doyon La Rochelle welcome back PWL’s Senior Researcher, Raymond Kerzerho, to discuss expected returns.

Or you can listen to this podcast using a streaming platform

 

DISCOVER THE PEACE OF MIND OF KNOWING YOUR INVESTMENTS AND WEALTH ARE IN GOOD HANDS BY CONTACTING PWL CAPITAL'S PARKYN-DOYON LA ROCHELLE TEAM IN MONTREAL TODAY.

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Read The Script:

1)   INTRODUCTION:

François Doyon La Rochelle:

You’re listening to Capital Topics, episode #90!

This is a monthly podcast about passive asset management and financial and tax planning ideas for the long-term investor.

Your hosts for this podcast are James Parkyn and me François Doyon La Rochelle, both portfolio managers with PWL Capital.

In this episode, we will discuss expected returns with Raymond Kerzerho, PWL’s Senior Researcher.

Enjoy!

2)   UPDATE ON EXPECTED RETURNS WITH RAYMOND KERZERHO:

François Doyon La Rochelle:

As I mentioned in my introduction, to help us tackle today’s topic, we have invited Raymond Kerzhéro, PWL’s Senior Researcher.

So, good morning, Ray. It’s great to have you back on the podcast…Read More

Links:

- Model Portfolios – June 30, 2026 | Parkyn-Doyon La Rochelle by Team Parkyn-Doyon La Rochelle

- Market Statistics – June 2026 | Parkyn-Doyon La Rochelle by Raymond Kerzerho – PWL Capital

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Episode #89: Financial Markets Update: 2026 Mid Year Market Check In

Financial Markets Update: 2026 Mid‑Year Market Check‑In

By JAMES PARKYN & FRANÇOIS DOYON LA ROCHELLE

In this Episode, François Doyon La Rochelle and James Parkyn review the global capital markets performances for the first half of 2026. 

Or you can listen to this podcast using a streaming platform

EN:
 

DISCOVER THE PEACE OF MIND OF KNOWING YOUR INVESTMENTS AND WEALTH ARE IN GOOD HANDS BY CONTACTING PWL CAPITAL'S PARKYN-DOYON LA ROCHELLE TEAM IN MONTREAL TODAY.

contact us

Read The Script:

1)   INTRODUCTION:

François Doyon La Rochelle:

You’re listening to Capital Topics, episode #89!

This is a monthly podcast about passive asset management and financial and tax planning ideas for the long-term investor.

Your hosts for this podcast are James Parkyn and me François Doyon La Rochelle, both portfolio managers with PWL Capital.

In our podcast today we will review the global capital markets performances for the first half of 2026. 

Enjoy!

2)   FINANCIAL MARKETS UPDATE: 2026 MID-YEAR MARKET CHECK-IN:

François Doyon La Rochelle:

We’ve officially reached the halfway point of 2026, and as we usually do at this time every year, we’re taking a step back to look at what has shaped global markets over the past six months. If I had to summarize the first half of 2026 in one word, it would be… eventful. Not chaotic like last year, but full of surprises that kept investors on their toes…Read More

Stay informed and inspired. Subscribe to our Bi-Weekly Newsletter for the latest podcasts, blogs, and James & François’ top reads from the past two weeks.

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