Mar 31, 2021

Episode 13: The Tax Treatment of your Portfolio – Part 2

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: Should we fear inflation?
  • An Update on the tax treatment of your investments – part 2
  • Good advice of the day: “Beware of your good investing ideas!”
  • Listener’s question: What is your opinion about thematic ETFs?”

Links:

Control list Tax season 2020: https://www.pwlcapital.com/wp-content/uploads/2021/03/2.1-PWL-Income-Tax-2020-Authorization-Form-Combine-T1135_New.pdf

 


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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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