Episode 30: Year-end Portfolio Tax Strategies – Part 2

In this episode of Capital Topics, James Parkyn and François Doyon La Rochelle discuss the following portfolio management and financial planning subjects:

  • Main topic: Year-end Portfolio Tax Strategies – part 2. Review of the year-end tax planning strategies for both Accumulators and Retirees.

  • Listener’s question: “should I prioritize making an RRSP or TFSA contribution?”