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Ideas & Insights

Personal Wealth
Jordan Tarasoff
Jordan Tarasoff

RESP Myth: Offsetting Receipts

PWL Capital
2023-09-8T13:06:31 September 8, 2023

“I’d like to withdraw $6,311.49 from my daughter’s RESP this semester.” This withdrawal request is precise, which is unusual. Registered Education Savings Plan (RESP) withdrawals […]

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Personal Wealth
Shot of an affectionate young couple going through paperwork at home
Raymond Kerzérho
Raymond Kerzérho

Financial Freedom for All

Sep 5, 2023
Personal Wealth
Personal Wealth
Investor managing portfolio. Pie chart and candlestick charts.
Raymond Kerzérho
Raymond Kerzérho

US Total Market or S&P 500 ETFs?

Aug 24, 2023
Personal Wealth
Personal Wealth
Cameron Passmore
Benjamin Felix

Episode 267: The (Expected) Cost of Pessimism (Plus Matthew Dicks on the Value of Storytelling)

Aug 24, 2023
Personal Wealth
Personal Wealth
Cameron Passmore
Benjamin Felix

Episode 266: Prof. Cass Sunstein: Practical Reason in Ordinary Life

Aug 17, 2023
Personal Wealth
Behavioural Finance
Cameron Passmore
Benjamin Felix

Episode 265: 5% HISA… for the Long-run? (Plus Stoicism with Michael Tremblay)

Aug 10, 2023
Behavioural Finance
Personal Wealth
Jordan Tarasoff
Jordan Tarasoff

The RDSP: Canada’s Most Misunderstood Account?

Aug 4, 2023
Personal Wealth
Personal Wealth
Cameron Passmore
Benjamin Felix

Episode 264: Pim van Vliet: The Volatility Effect, Revisited

Aug 3, 2023
Personal Wealth
Personal Wealth
Business adviser meeting to analyze and discuss the situation on the financial report. Investment Consultant, Financial Consultant, Financial advisor and accounting concept.
Raymond Kerzérho
Raymond Kerzérho

Financial Planning Assumptions (Market Capitalization Weighted Portfolio)

Jul 27, 2023
Personal Wealth
Personal Wealth
Business analysis big data screen and economic growth with financial graph. Concept of virtual dashboard technology digital marketing and global economy network connection. 3D illustration.
Raymond Kerzérho
Raymond Kerzérho

Financial Planning Assumptions (Factor-Tilted Portfolio)

Jul 27, 2023
Personal Wealth
Behavioural Finance
Cameron Passmore
Benjamin Felix

Episode 263: A Tribute to Harry Markowitz with Alex Potts & 7 Steps to a Better Portfolio with Edward Goodfellow

Jul 27, 2023
Behavioural Finance
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