RESP Withdrawal Planning and Investor Home Market Bias

By JAMES PARKYN & FRANÇOIS DOYON LA ROCHELLE

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.

Read The Script:

1) INTRODUCTION:

François Doyon La Rochelle: You’re listening to Capital Topics, episode #56!

This is a monthly podcast about passive asset management and financial and tax planning ideas for the long-term investor.

Your hosts for this podcast are James Parkyn and me François Doyon La Rochelle, both portfolio managers with PWL Capital.

In this episode, we will discuss the following points:

For our first topic, we will review the basics of registered education saving plans (RESP) and withdrawal strategies.

And for our next topic, we will discuss investors home market bias.

Enjoy!

1) RESP WITHDRAWAL PLANNING :

François Doyon La Rochelle: After a short break for the summer, and since it’s back-to-school season we thought that it would be a good idea to give you a brief overview of how the registered education savings plan (RESP) works and what are the best strategies to tap into your RESP savings most efficiently…Read More