Year-End Tax Planning and Update on Canada’s Major Pension Plans
Release Date: 11/22/2023
Episode #83: 2025 Capital Markets Review: A Banner Year for Investing Lessons
Capital Topics
In this Episode, James Parkyn & François Doyon La Rochelle break down the key stock market statistics from 2025 and unpack the biggest lessons the year taught investors.
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Episode #82: Investor Psychology: How Your Behavioral Biases Sabotage Your Long-Term Investment Plan
Capital Topics
In this Episode, James Parkyn & François Doyon La Rochelle discuss how investors’ behavioral biases sabotage their long-term investment plan.
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Episode #81: 2025 Year-End Tax Planning
Capital Topics
In this Episode, James Parkyn & François Doyon La Rochelle review Year-End Tax Planning strategies for investors in Capital Market Securities.
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Episode #80: Financial Bubbles – Investing Beyond the Fear of Bubbles
Capital Topics
In this Episode, James Parkyn & François Doyon La Rochelle discuss financial market bubbles history and perspectives.
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Episode #79: Are your expectation of Market returns too high?
Capital Topics
In this Episode, James Parkyn & François Doyon La Rochelle welcome back PWL’s Senior Researcher, Raymond Kerzérho, to discuss expected returns.
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Episode #78: Is it time to change your allocation to US Stocks
Capital Topics
In this Episode, James Parkyn & François Doyon La Rochelle discuss a frequent question they are receiving from their clients: “Should we reduce our allocation to US Stocks?”.
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Episode #77: 2025 Mid-Year Market Check-In: Navigating the Unpredictable
Capital Topics
In this Episode, James Parkyn & François Doyon La Rochelle review the global capital markets performances for the first half of 2025.
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Episode #76: History of Market Cycles in Nominal and Real Returns
Capital Topics
In this Episode, James Parkyn & François Doyon La Rochelle invited Raymond Kerzerho, Senior researcher at PWL Capital, to discuss his recently published blog posts that cover the historical performance of stocks and bonds over the last 55 years.
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Episode #75: Review of UBS Global Investment Returns Yearbook 2025
Capital Topics
In this Episode, James Parkyn & François Doyon La Rochelle review the key findings from the 26th edition of the UBS Global Investment Returns Yearbook for 2025.
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Episode #74: Update on market volatility and review of active vs passive management
Capital Topics
In this Episode, James Parkyn & François Doyon La Rochelle discuss the current volatility in the stock markets and then revisit the state of ETFs Landscape in Canada, as well as the debate between active and passive funds.
info_outlineIn 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