Episode #81: 2025 Year-End Tax Planning

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.

Or you can listen to this podcast using a streaming platform

 

DISCOVER THE PEACE OF MIND OF KNOWING YOUR INVESTMENTS AND WEALTH ARE IN GOOD HANDS BY CONTACTING PWL CAPITAL'S PARKYN-DOYON LA ROCHELLE TEAM IN MONTREAL TODAY.

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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

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Episode #80: Financial Bubbles – Investing Beyond the Fear of Bubbles

Financial Bubbles – Investing Beyond the Fear of Bubbles

By JAMES PARKYN & FRANÇOIS DOYON LA ROCHELLE

In this Episode, James Parkyn & François Doyon La Rochelle discuss financial market bubbles history and perspectives.

Or you can listen to this podcast using a streaming platform

 

DISCOVER THE PEACE OF MIND OF KNOWING YOUR INVESTMENTS AND WEALTH ARE IN GOOD HANDS BY CONTACTING PWL CAPITAL'S PARKYN-DOYON LA ROCHELLE TEAM IN MONTREAL TODAY.

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Read The Script:

1)   INTRODUCTION:

François Doyon La Rochelle:

You’re listening to Capital Topics, episode #80!

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 discuss financial market bubbles history and perspectives.

Enjoy!

2)   FINANCIAL BUBBLES - INVESTING BEYOND THE FEAR OF BUBBLES:

François Doyon La Rochelle:

I will start this off for our Listeners. 

Our recent Podcasts have addressed the History of Market Cycles, long-term capital Market Returns, and Asset Allocation, reviewing the weight of US Equities vs International.  We addressed how recent Capital Market returns have significantly exceeded Long Term Expected Returns, which may lead to lower future returns.   

The next related Topic is about Valuation because the markets are now at all-time highs.  The barrage of negative headlines is reaching a crescendo – this is September, historically the worst month for markets. We are seeing headlines flat out stating we are in a bubble.

At the end of the day, what is critical for Investors is how they will manage their emotions in this sea of crystal ball forecasting.  We have been consistent in telling our listeners that it’s imperative they tune out the noise in the financial media.  Although it is easier said than done. 

This leads us to today’s topic, which is about the history of Financial Market Bubbles, History, and perspectives.  So, James, where would you like to start?.…Read More

Links:

- Are We Due for Another Financial Bubble? What History Teaches Us About Market Crashes - WSJ By William Goetzman – The Wall Street Journal (A subscription is needed to view this article)

- Bubble Investing: Learning from History By William Goetzmann – CFA Institute Research Foundation

- The Financial Bubble Delusion: Why Crash Fears Cost Investors More Than Crashes Themselves By Robin Powell - TEBI

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Episode #79: Are your expectation of Market returns too high?

Are your expectation of Market returns too high?

By JAMES PARKYN & FRANÇOIS DOYON LA ROCHELLE

In this Episode, James Parkyn & François Doyon La Rochelle welcome back PWL’s Senior Researcher, Raymond Kerzérho, to discuss expected returns.

Or you can listen to this podcast using a streaming platform

 

DISCOVER THE PEACE OF MIND OF KNOWING YOUR INVESTMENTS AND WEALTH ARE IN GOOD HANDS BY CONTACTING PWL CAPITAL'S PARKYN-DOYON LA ROCHELLE TEAM IN MONTREAL TODAY.

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Read The Script:

1)   INTRODUCTION:

François Doyon La Rochelle:

You’re listening to Capital Topics, episode #79!

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 expected returns with Raymond Kerzerho, PWL’s Senior Researcher.

Enjoy!

2)   ARE YOUR ESPECTION OF MARKET RETURNS TOO HGH:

François Doyon La Rochelle:

As I mentioned in my introduction, to help us tackle today’s topic, we have invited Raymond Kerzhéro, PWL’s Senior Researcher.

So, good morning, Ray. It’s great to have you back on the podcast.

Raymond Kerzérho:

Good morning, guys. Glad to be here.…Read More

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Episode #78: Is it time to change your allocation to US Stocks

Is it time to change your allocation to US Stocks

By JAMES PARKYN & FRANÇOIS DOYON LA ROCHELLE

In this Episode, James Parkyn & François Doyon La Rochelle discuss a frequent question they are receiving from their clients: “Should we reduce our allocation to US Stocks?”. 

Or you can listen to this podcast using a streaming platform

 

DISCOVER THE PEACE OF MIND OF KNOWING YOUR INVESTMENTS AND WEALTH ARE IN GOOD HANDS BY CONTACTING PWL CAPITAL'S PARKYN-DOYON LA ROCHELLE TEAM IN MONTREAL TODAY.

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Read The Script:

1)   INTRODUCTION:

François Doyon La Rochelle:

You’re listening to Capital Topics, episode #78!

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 discuss if it is time to change your allocation to U.S. stocks.  

Enjoy!

2)   IS IT TIME TO CHANGE YOUR ALLOCATION TO U.S. STOCKS:

François Doyon La Rochelle:

On our last Podcast, we reviewed the performances of asset classes for the first half of 2025.  Today, we are going to discuss a question we are receiving from our clients: Should we reduce our allocation to US Stocks?  As our regular Listeners know, U.S. stock markets have significantly outperformed international stocks (both Developed and Emerging) since the global financial crisis of 2008-09…Read More

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Episode #77: 2025 Mid-Year Market Check-In: Navigating the Unpredictable

2025 Mid-Year Market Check-In: Navigating the Unpredictable

By JAMES PARKYN & FRANÇOIS DOYON LA ROCHELLE

In this Episode, James Parkyn & François Doyon La Rochelle review the global capital markets performances for the first half of 2025.  

Or you can listen to this podcast using a streaming platform

 

DISCOVER THE PEACE OF MIND OF KNOWING YOUR INVESTMENTS AND WEALTH ARE IN GOOD HANDS BY CONTACTING PWL CAPITAL'S PARKYN-DOYON LA ROCHELLE TEAM IN MONTREAL TODAY.

contact us

Read The Script:

1)   INTRODUCTION:

François Doyon La Rochelle:

You’re listening to Capital Topics, episode #77!

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 the global capital markets performances for the first half of 2025

Enjoy!

2)   2025 MID-YEAR MARKET CHECK-IN: NAVIGATING THE UNPREDICTABLE:

François Doyon La Rochelle:

We have officially reached the halfway point of 2025, and today, as usual at this time of year, we will be examining what has shaped the markets over the past six months with a review of the global capital market’s performance. One thing I can say for sure: it’s been anything but dull.…Read More

Links:

- Market Statistics – June 2025 | Parkyn-Doyon La Rochelle by Raymond Kerzerho – PWL Capital

Stay informed and inspired. Subscribe to our Bi-Weekly Newsletter for the latest podcasts, blogs, and James & François’ top reads from the past two weeks.

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