Nov 25, 2020

Episode 5: The Active-Passive Barometer

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

  • Canadian banks launch a new type of bonds
  • The “Active-Passive Barometer” report from Morningstar
  • The good advice of the day: Year-end tax planning part 1
  • Listener’s question: What’s the best geographic allocation across Canadian, U.S. and international equity?

 

Links From Today’s Episode:

Tax-loss selling – How to avoid superficial losses: https://bit.ly/32FIusb

Vanguard document about the home country bias among Canadian investors: https://bit.ly/36NeYC7


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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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