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: Review of Market Performance in 2021
Main topic: 2021 Investment Lessons for Investors
Links:
In this episode of Capital Topics, James Parkyn and François Doyon La Rochelle discuss the following portfolio management and financial planning subjects:
Main topic: Year-end Portfolio Tax Strategies – part 2. Review of the year-end tax planning strategies for both Accumulators and Retirees.
Listener’s question: “should I prioritize making an RRSP or TFSA contribution?”
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
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: Wealthsimple’s Change of Heart?
Main topic: Are investors expectations of future returns too high? A look at a recent survey by the Large French Money Management firm Natixis
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: How the Big Banks are reacting to the new “Know Your Product” Rule
Main topic: The “Mind the Gap 2021” report on the cost of investor behaviour
Good advice of the day: Five advices from Raymond
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