EPISODE · Oct 7, 2024 · 14 MIN
Tax-Savvy Investing in Fixed Income
from On the Money with Dynamic · host Dynamic
Head of National Accounts, Lloyd Perruzza is joined by Roger Rouleau, Vice President and Portfolio Manager to explore the benefits of discounted bonds. This episode is designed to help fixed-income investors grasp the significant changes in the bond market and learn strategies to retain more of their earnings. Roger shares his perspective on the opportunities for bond investors and how actively managed discounted bonds can offer potential tax benefits for Canadian investors.
What this episode covers
Head of National Accounts, Lloyd Perruzza is joined by Roger Rouleau, Vice President and Portfolio Manager to explore the benefits of discounted bonds. This episode is designed to help fixed-income investors grasp the significant changes in the bond market and learn strategies to retain more of their earnings. Roger shares his perspective on the opportunities for bond investors and how actively managed discounted bonds can offer potential tax benefits for Canadian investors.
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Tax-Savvy Investing in Fixed Income
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