In this episode of Capital Topics, James Parkyn and François Doyon La Rochelle discuss the following portfolio management and financial planning subjects:

In the news: The latest news on Inflation
Main topic: Year-end Portfolio Tax Strategies – part 1

Links:

2021-10-14_PWL_Financial_Planning_Assumptions-1.pdf (pwlcapital.com)

Are Concerns About Inflation Inflated? (dimensional.com)

Deflating Your Inflation Fears – WSJ

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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.

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