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 the new FHSA’S
Main Topic: Bond Investing, the New Landscape

Design of the Tax-Free First Home Savings Account – Canada.ca

Financial Planning Assumptions – (Factor Tilt Portfolio) – PWL Capital

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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Financial Planning Assumptions (Market Capitalization Weighted Portfolio)

Financial Planning Assumptions (Factor Tilted Portfolio)

Financial Planning Assumptions for Market-Cap Weighted and Factor-Tilted Portfolios (Methodology Guide)

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Episode 45: Bond Investing A New Landscape

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