Episode 18: The Behaviour of Canadian Financial Advisors

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 ban on mutual fund Deferred Sales Charges in Ontario

  • A study with surprising findings from Dartmouth University about the behaviour of Canadian financial advisors

  • Bad advice of the day: “ETFs are not enough to build a good portfolio, add individual stocks!”

  • Listener’s question, who asks: Should I start cashing out of my RRSP progressively now or defer it as much as possible?