Oct 27, 2021

Episode 27: The “Mind the Gap 2021” Report

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: How the Big Banks are reacting to the new “Know Your Product” Rule
  • Main topic: The “Mind the Gap 2021” report on the cost of investor behaviour
  • Good advice of the day: Five advices from Raymond

Links:

Mind the Gap 2021 Report


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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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