Capital Topics

Year-end Portfolio Tax Strategies – Part 2


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In this episode of Capital Topics, James Parkyn and François Doyon La Rochelle discuss the following portfolio management and financial planning subjects:

  • Main topic: Year-end Portfolio Tax Strategies – part 2. Review of the year-end tax planning strategies for both Accumulators and Retirees.
  • Listener’s question: “should I prioritize making an RRSP or TFSA contribution?”

Links:

Episode 5 - The Active-Passive Barometer — Capital Topics

Episode 6: Private equity funds — Capital Topics

A Sensible RRSP Vs TFSA Comparison (boomerandecho.com)

Year-end tax strategies for seniors to avoid bigger tax bills - The Globe and Mail

...more
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Capital TopicsBy James Parkyn, François Doyon La Rochelle


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