June 9, 2021 Personal Wealth Episode 18: The Behaviour of Canadian Financial Advisors 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: The ban on mutual fund Deferred Sales Charges in Ontario A study with surprising findings from Dartmouth University about the behaviour of Canadian financial advisors Bad advice of the day: “ETFs are not enough to build a good portfolio, add individual stocks!” Listener’s question, who asks: Should I start cashing out of my RRSP progressively now or defer it as much as possible? Links: Ontario Securities Commission press release on the ban of DSCs Darmouth University study abstract Subscribe to the Capital Topics podcast Share: Facebook Twitter LinkedIn Email CIRO Advisor Report
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