Capital Topics

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: Should we fear inflation? An Update on the tax treatment of your investments – part 2 Good advice of the day: "Beware of your good investing ideas!" Listener's question: What is your opinion about thematic ETFs?"  ...

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: Tremors in the bond market The tax treatment of your investment portfolio: an update The bad advice of the day: ""Buy high-dividend stocks" Listener's question: What's your opinion about the new Bitcoin ETFs?"   Li...

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: The Merging with a SPAC, the new exit strategy for VC-backed firms Are we in a stock market bubble? Good advice of the day: "Avoid selling short" Listener's question: "What's the role of small cap stocks in a portf...

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: The Gamestop phenomenon – What can we learn from it? Are tech stocks an asset class? Bad advice of the day: "Increase the return on your fixed income securities" Listener's question: "Why keep an overweight positio...

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: The emergence of ARK Financial ETFs in the U.S. The Value Premium: Fact or Fantasy? Bad advice of the day: "Increase the allocation to cash" Listener's question: "Once my registered account contributions are maximi...

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: Our asset class return review as of year-end Investment lessons of 2020 Good advice of the day: "Contribute early to your registered accounts" Listener's question: "Considering the high correlation between regional...

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 c...

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: Capital gain distribution estimate announcements: BMO V...

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: Tax...

In this fourth episode of Capital Topics, James Parkyn, François Doyon La Rochelle and Raymond Kerzérho discuss the following subjects: In the news: the flurry of "blank cheque" IPOs (Special Purpose Acquisition Corporations or "SPACs") in the U.S. Indices underlying Asset Class ETFs are not all the same: make sure to always understand the underlying securities and indexing methodology. The bad ad...

In this third episode of Capital Topics, James Parkyn, François Doyon La Rochelle and Raymond Kerzérho discuss the following subjects: An interview with Sébastien Betermier of McGill University about the Canadian Pension Model of investing The good advice of the day: « Consider mutual fund and ETF risk ratings with caution » Listener's question: "How can I capture the small cap premium?"   Links:...

In this second episode of Capital Topics, James Parkyn, François Doyon La Rochelle and Raymond Kerzérho discuss the following topics: Review of asset class returns as of September 30, 2020 Should the US elections influence your portfolio strategy? The new monthly income ETF from Vanguard (VRIF) The bad advice of the day: "Expect a 10% return on your portfolio" Listener's question: Should I invest...

We're launching Capital Topics, a new bi-weekly podcast about passive asset management and wealth building for the long term featuring PWL Capital's James Parkyn, François Doyon La Rochelle and Raymond Kerzérho . Discussion Points: Why this podcast? Team members: our background and expertise The broad themes of the podcast The structure of our episodes