Episode 52: The New Tax-Free First Home Savings Account (FHSA) and Review of the Credit Suisse Global Investment Returns Yearbook 2023 - Summary Edition

The New Tax-Free First Home Savings Account (FHSA) and Review of the Credit Suisse Global Investment Returns Yearbook 2023 - Summary Edition

By JAMES PARKYN & FRANÇOIS DOYON LA ROCHELLE

In this Episode, James Parkyn & François Doyon La Rochelle revisit the basics of the recently launched Tax-Free First Home Savings Account (FHSA) and give their listeners some planning ideas.

They also perpetuate their annual tradition and review of the 15th edition of The Credit Suisse Global Investment Returns Yearbook 2023, Summary Edition.

Read The Script:

1)   INTRODUCTION:

François Doyon La Rochelle: You’re listening to Capital Topics, episode #52!

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 the following points:

For our first topic, we will review and comment on the recently launched Tax-Free First Home Savings Account (FHSA)

And next, for our main topic, we will Review the Credit Suisse Global Investment Returns Yearbook 2023

Enjoy!

1) THE NEW FHSA

François Doyon La Rochelle: In our first topic today, we will review and comment on the recently launched Tax-Free First Home Savings Account (FHSA). This is a topic that we covered in episode #45 of this podcast back in October 2022 but since then, as of April 1st, the legislation governing these types of accounts has taken effect, so we thought it was a good time to revisit the basics and give you some planning ideas.…Read More