Capital Topics

The Tax Treatment of your Portfolio – Part 2


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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: Should we fear inflation?
  • An Update on the tax treatment of your investments – part 2
  • Good advice of the day: “Beware of your good investing ideas!”
  • Listener’s question: What is your opinion about thematic ETFs?”

 

Links:

Control list Tax season 2020: https://www.pwlcapital.com/wp-content/uploads/2021/03/2.1-PWL-Income-Tax-2020-Authorization-Form-Combine-T1135_New.pdf

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Capital TopicsBy James Parkyn, François Doyon La Rochelle


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