Dec 22, 2020

Episode 7: Evaluating Portfolio Performance

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

  • In the news: Goldman Sachs merges 5 thematic ETFs. What can we learn from that?
  • Evaluating portfolio performance: a roundtable
  • Good advice of the day: “Switch to Class D mutual funds”
  • Listener’s question: “Is it preferable to contribute now to my RRSP or to wait until early 2021?”

Subscribe to the Capital Topics podcast


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.

Contact Us

Contact US Flyout Form