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Business Valuations | FLY042113

On today’s episode, I interview Jason Kwiatkowski, a Partner with Valuation Support Partners Ltd. We chat about why business valuations are so important to your business and what the major trends are that business owners need to be aware of. …

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The “Sell” Side Of Investing | FLY040713

On today’s episode, I have an in-depth discussion with Charles Wilton, a Portfolio Manager with the Private Investment Management Group at Raymond James. In the last episode we discussed the buying side of investing and we further the discussion and …

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Tax & Estate Planning | FLY032113

  In this edition of FLY ON THE WALL, I invited Mark Echlin, President of Simple Insurance Solutions to chat about some of the most significant changes taking place in the area of tax and estate planning.  For those Canadians …

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Investment Teaching Moment, Charles Wilton | FLY022113

In this video, I have an in-depth discussion with Charles Wilton, a Portfolio Manager, in the Private Investment Management Group at Raymond James – one of the most respected investment management firms in North America. In today’s discussion we go …

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Alternative Investment, Mike Flux Q4/2012 (FLY ON THE WALL EPISODE)

In this video, I speak with Mike Flux, VP of Connor Clark & Lunn Private Capital to provide an update on the alternative strategies that they are using in their portfolios, to help reduce the effects of the current volatility …

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Core Strategy, Mike Flux Q4/2012 (FLY ON THE WALL EPISODE)

In this video, I speak with Mike Flux, VP of Connor Clark & Lunn Private Capital to chat about their investment outlook. We also discuss how to interpret the current events, and how to properly position portfolios to take advantage …

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Living Benefits Update, Jennifer Jacobs (FLY ON THE WALL EPISODE)

In this video, I speak to Jennifer Jacobs, President of LTCI Consulting Inc. to chat about the expectation of changes of living benefits / life insurance, in terms of what we see in the market place and what we can …

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