Jun 09, 2021

Episode 18: The Behaviour of Canadian Financial Advisors

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: The ban on mutual fund Deferred Sales Charges in Ontario
  • A study with surprising findings from Dartmouth University about the behaviour of Canadian financial advisors
  • Bad advice of the day: “ETFs are not enough to build a good portfolio, add individual stocks!”
  • Listener’s question, who asks: Should I start cashing out of my RRSP progressively now or defer it as much as possible?

Links:

Ontario Securities Commission press release on the ban of DSCs

Darmouth University study abstract


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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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