Year-End Tax Planning and Update on Canada’s Major Pension Plans

Capital Topics

English - November 22, 2023 16:00 - 32 minutes - 44 MB
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Previous Episode: The Powerful Advantages of Total Market ETF’s & Canada’s Tax System

Next Episode: Episode #59: 2023 Capital Markets Year in Review and How to Measure Your Portfolio Performance

In this Episode, James Parkyn & François Doyon La Rochelle will first discuss year-end tax planning strategies for investors in Capital Market Securities

Then, they will chat with Raymond Kerzerho, PWL’s Senior Researcher, about his latest blog regarding Canada’s major pension plans.

Links to share:

Episode 56 : RESP Withdrawal Planning and Investor Home Market Bias — Capital Topics By James Parkyn & François Doyon La Rochelle

Episode #52 : The New Tax-Free First Home Savings Account FHSA — Capital Topics By James Parkyn & François Doyon La Rochelle

Twelve Observations About the Big Canadian Pension Managers and Eight Takeaways for Individual Investors - PWL Capital By Raymond Kerzérho