Episode 58: Year-End Tax Planning and Update on Canada’s Major Pension Plans

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

By JAMES PARKYN & FRANÇOIS DOYON LA ROCHELLE

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.

Read The Script:

1)   INTRODUCTION:

François Doyon La Rochelle: You’re listening to Capital Topics, episode #58!

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, since we are approaching the end of 2023, we will discuss year-end tax planning strategies for individual investors.

And for our next topic, we will chat with Raymond Kerzerho, PWL’s Senior Researcher, about his latest blog regarding Canada’s major pension plans.

Enjoy!

1) YEAR-END TAX PLANNING FOR INVESTORS :

François Doyon La Rochelle: Well, it’s that time of the year again to cover Year-end Tax Planning Strategies for Investors in Capital Market Securities. It has been an annual tradition for us on the Podcast.  We want to remind our Listeners that the insights and advice we will be sharing will be general in nature. We would need a more detailed understanding of an investor’s tax and financial situation to give specific recommendations.  Listeners should consult their tax advisors, portfolio managers, and financial planners for personalized recommendations…Read More