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Jun 02, 2022

Episode 40: The Pre-Retiree Guide to the “New Retirement” – Part Two

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: TFSA and the tax issues at death
  • Main Topic: The Pre-Retiree Guide to the “New Retirement” – Part Two
James Parkyn
James Parkyn

James is a founding partner and Portfolio Manager at PWL Capital Inc. in Montreal with over 25 years of experience helping clients achieve their financial goals.

François Doyon La Rochelle
François Doyon La Rochelle

François is committed in delivering to his clients a disciplined and tax efficient approach to portfolio construction and management based on strategies that are supported by academic research.

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