Episode 30: Year-end Portfolio Tax Strategies – Part 2

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

• Main topic: Year-end Portfolio Tax Strategies – part 2. Review of the year-end tax planning strategies for both Accumulators and Retirees.
• Listener’s question: “should I prioritize making an RRSP or TFSA contribution?”

Links:

Episode 5 – The Active-Passive Barometer — Capital Topics

Episode 6: Private equity funds — Capital Topics

A Sensible RRSP Vs TFSA Comparison (boomerandecho.com)

Year-end tax strategies for seniors to avoid bigger tax bills – The Globe and Mail