Financial & Tax Planning Concepts

Episode 24: Registered Education Savings Plans

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: A hacker steals $600 million worth of cryptocurrencies

  • Main topic: Registered Education Savings Plans

  • Good advice of the day: “Don’t Chase Performance”

  • Listener’s question: “How should I establish a target asset mix for my inapt mother?”

Episode 13: The Tax Treatment of your Portfolio – Part 2

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: Should we fear inflation?

  • An Update on the tax treatment of your investments – part 2

  • Good advice of the day: “Beware of your good investing ideas!”

  • Listener’s question: What is your opinion about thematic ETFs?”

Episode 12: The Tax Treatment of your Portfolio

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: Tremors in the bond market

  • The tax treatment of your investment portfolio: an update

  • The bad advice of the day: ““Buy high-dividend stocks”

  • Listener’s question: What’s your opinion about the new Bitcoin ETFs?”