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: TFSA and the tax issues at death
Main Topic: The Pre-Retiree Guide to the “New Retirement” – Part Two
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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.
