RESP Withdrawal Planning and Investor Home Market Bias

Capital Topics

English - September 27, 2023 13:18 - 29 minutes - 40.6 MB
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Previous Episode: Mid-Year Review of Markets and Update on Inflation

Next Episode: The Powerful Advantages of Total Market ETF’s & Canada’s Tax System

In this Episode, James Parkyn & François Doyon La Rochelle give a brief overview of how registered education savings plan works and what are the best strategies to tap into your RESP savings most efficiently.

They also drill down into the stock component of your portfolio and on how much global exposure you should have.

Links to share:

- The Debate About the 60/40 Balanced Portfolio and the Review of the RRIF Mandatory Withdrawal Rules — Capital Topics By James Parkyn & François Doyon La Rochelle

- Capital Topics episode 23: The High Cost of Investing in Hedge Funds - PWL Capital By James Parkyn, Raymond Kerzérho & François Doyon La Rochelle

- Canadian Home Bias: A Case for Global Equity Diversification | Vanguard Canada By Bilal Hasanjee - Vanguard

- Global equity investing: The benefits of diversification and sizing your allocation (vanguard.com) By Scott J. Donaldson, Harshdepp Ahluwalia, Giulio Renzi-Ricci, Victor Zhu & Alexander Aleksandrovich – Vanguard

-The Canadian Equity Market Isn’t as Canadian As it... | Morningstar By Dan Lefkovitz