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: A hacker steals $600 million worth of cryptocurrencies
Main topic: Registered Education Savings Plans
Good advice of the day: “Don’t Chase Performance”
Listener’s question: “How should I establish a target asset mix for my inapt mother?”

Links:

Canada Education Savings Program: 2020 Annual Statistical Review

Canada Student Loans Program: Actuarial Report – July 2019

RBC Financial Planning: Your guide to saving for a child’s post-secondary education

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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 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.