KEY037 | The “Sell” Side of Investing

The “Sell” Side of Investing

IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST…

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 chat about the flip side, the time to sell.

And if you’d like to get a jump start on finding the answers to your key financial planning questions, using our proven system, you can book your risk free, no-obligation initial meeting. One of our specifically trained Certified Financial Planners will be pleased to walk you through The KAIZEN Financial Planning Process™.

Visit us online, at www.ironshield.ca, to obtain our contact information, then simply call or email to book your free initial meeting.

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FLY ON THE WALL UPDATE – Q3-2011 Infrastructure, Commercial Real Estate & Private Equity

Fly On The Wall Webinar Series

Hello everybody and welcome to another one of IRONSHIELD Financial Planning’s “Fly On The Wall” webinars.

If this is your first time tuning in to a Fly On The Wall recording, let me quickly explain to you what this is.

You are going to experience what it’s like to be a “fly on the wall” during one of my update calls with a member of our Top Guns Network. This network is my personal network of specialists.

Every so often, I ask a member of my network to touch base with me to bring me up to speed on the latest happenings in their area. And when they call me, I record the call so you can be a “fly on the wall” for that call.

(Duration 15:10)

On this episode

I invited Mike Flux, VP of Connor Clark & Lunn Private Capital to update me on the latest happenings in their Alternative Investments (Infrastructure, Commercial Real Estate and Private Equity).

Let me tell you, a lot has gone on.

Both the Commercial Real Estate and Infrastructure sides are going strong, investing in a variety of high-quality projects.

But the most exciting part of the call was that they have a new Private Equity deal available. These don’t come around everyday and this one is very exciting. Check out the video to find out more.

Please click on the video link above to watch & listen to the call.

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For further information please call me directly at 416-626-6515.

FLY ON THE WALL UPDATE – Q3-2011 Investment Review & Update

Fly On The Wall Webinar Series

Hello everybody and welcome to another one of IRONSHIELD Financial Planning’s “Fly On The Wall” webinars.

If this is your first time tuning in to a Fly On The Wall recording, let me quickly explain to you what this is.

You are going to experience what it’s like to be a “fly on the wall” during one of my update calls with a member of our Top Guns Network. This network is my personal network of specialists.

(Duration 41:45)

On this episode

I invited Mike Flux, VP of Connor Clark & Lunn Private Capital to summarize for me what has happened in the global markets during the 3rd quarter of 2011. He not only explains what happened but explains what their strategy is moving forward.

Please click on the video link above watch & listen to the call.