Financial & Tax Planning Concepts

Episode 30: Year-end Portfolio Tax Strategies – Part 2

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?”

Episode 29: Year-end Portfolio Tax Strategies

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

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?”