FLY ON THE WALL UPDATE CALLS
CC&L – Market Update and Investment Review Q1-2019
Your portfolio managers are constantly analyzing the market to help them make the best investment decisions on your behalf. It’s important for you to feel comfortable with these decisions, so we’d like to offer you the opportunity to better understand the process that portfolio managers use to manage your investment portfolio. We hope that it…
CC&L – Market Update and Investment Alternatives Q4-2018
Your portfolio managers are constantly analyzing the market to help them make the best investment decisions on your behalf. It’s important for you to feel comfortable with these decisions, so we’d like to offer you the opportunity to better understand the process that portfolio managers use to manage your investment portfolio. We hope that it…
Charles Wilton and how to invest in rising interest environment
In today’s episode, I chat with Charles Wilton, Portfolio Manager with the Private Investment Management Group at Raymond James. We talk about how to invest in a rising interest rate environment. IRONSHIELD Financial Planning’s “Fly On The Wall” update call. These calls are recorded by Scott Plaskett and allow you to get a behind-the-scenes look…
Mike Flux – Market Update and Investment Alternatives Q1-2018
Understanding the fundamental process that portfolio managers use to manage your investment portfolio can be beneficial to your financial peace of mind. Every so often I have an update call with our portfolio managers about what changes are occurring in the markets. Here is an interview with Mike Flux, Senior Vice President at Connor, Clark…
Why did Charles Wilton bought JP Morgan Chase and Infosys recently in his portfolio?
In today’s episode, I chat with Charles Wilton, Portfolio Manager with the Private Investment Management Group at Raymond James. We talk about the recent deposition and acquisition in his portfolio. IRONSHIELD Financial Planning’s “Fly On The Wall” update call. These calls are recorded by Scott Plaskett and allow you to get a behind-the-scenes look at…
Mike Flux – Market Update and Investment Alternatives Q3-2017
In this video, I speak with Mike Flux, Senior Vice President and Portfolio Manager of Connor Clark & Lunn Private Capital to chat about their investment outlook from Q3 of 2017. We also discuss how to interpret the current events, and how to properly position portfolios to take advantage of these market events IRONSHIELD Financial Planning’s…
Mike Flux – Market Update and Investment Alternatives Q2-2017
In this video, I speak with Mike Flux, Senior Vice President and Portfolio Manager of Connor Clark & Lunn Private Capital to chat about their investment outlook from Q2 of 2017. We also discuss how to interpret the current events, and how to properly position portfolios to take advantage of these market events IRONSHIELD Financial Planning’s…
Mike Flux – Market Update and Investment Alternatives Q1-2017
In this video, I speak with Mike Flux, Senior Vice President and Portfolio Manager of Connor Clark & Lunn Private Capital to chat about their investment outlook from Q1 of 2017. We also discuss how to interpret the current events, and how to properly position portfolios to take advantage of these market events IRONSHIELD Financial Planning’s…