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?”
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 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.