Dec 09, 2020

Episode 6: Private equity funds

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

  • Capital Gain Distributions from Canadian ETFs
  • Private equity funds
  • The good advice of the day: Year-end tax planning (part II)
  • Listener’s question: What are the consequences of excess contributions to a TFSA?

Links From Today’s Episode:

Capital gain distribution estimate announcements:

The Enterprising Investor: Myths of Private Equity Performance (Part I)

When More is Less: Investment Lessons from U.S. Endowments


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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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