2025 Year-End Tax Planning
By JAMES PARKYN & FRANÇOIS DOYON LA ROCHELLE
In this Episode, James Parkyn & François Doyon La Rochelle review Year-End Tax Planning strategies for investors in Capital Market Securities.
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Read The Script:
1) INTRODUCTION:
François Doyon La Rochelle:
You’re listening to Capital Topics, episode #81!
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) 2025 YEAN-END TAX PLANNING:
François Doyon La Rochelle:
Well, it’s that time of the year again when we cover Year-end Tax Planning Strategies for Investors in Capital Market Securities. As our regular listeners know, this is an annual tradition on our Podcast to cover this topic at year's end. We had originally planned to publish this Podcast in October, but the Liberal government decided to table its 2025 Budget on November 4th. This is a major change, as historically, the Federal Government Budgets were presented in February or March, and the provincial Budgets followed shortly after. So, James, what were the new measures announced in the recent Federal Budget for Investors?…Read More
Links:
- 2025 Federal Budget By Jamie Golombek – CIBC