May 19, 2022

Episode 39: The Pre-Retiree Guide to the “New Retirement” – Part One

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: Update on TFSA’s, Misunderstandings, and Common Mistakes
  • Main Topic: The Pre-Retiree Guide to the “New Retirement” – Part One

Links:

I Spent 44 Years Studying Retirement. Then I Retired. – WSJ

Plenty of TFSA room going unused | Investment Executive

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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