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 results of CPP Investments
Inflation is back: What’s the impact on your portfolio?
Good advice of the day: “Rebalancing your portfolio is a good retirement habit”
Listener’s question, who asks: Should I realize taxable losses on some of my investments now or later?
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.
