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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