FLY ON THE WALL UPDATE CALLS
Mike Flux – General and Investment Alternatives Update Q1 2014
In this video, I speak with Mike Flux, Senior VP of Connor Clark & Lunn Private Capital to chat about their investment outlook from Q1 of 2014. We also discuss how to interpret the current events, and how to properly position portfolios to take advantage of these market events. In this second video, Mike gives…
Dave Faulkner – Financial Planning Software
Today I have an update call with Dave Faulkner, President of FPAdvantage and creator of financial planning software (The Razor). Dave is a pioneer in the financial planning software industry and the original designer of the most well-known financial planning programs available in Canada. We will be discussing how the software has evolved, and how…
Mike Flux – General and Investment Alternatives Update Q4 2013
In this video, I speak with Mike Flux, Senior VP of Connor Clark & Lunn Private Capital to chat about their investment outlook from Q4 of 2013. We also discuss how to interpret the current events, and how to properly position portfolios to take advantage of these market events. In this second video, Mike gives…
December Market Update with Wilfred Hahn
On a very last minute basis, I called Wilfred Hahn, co-CIO of Hahn Investment Stewards to ask him to help put into perspective what is going on in the economy and in the investment markets in light of some recent market events. He not only put into plain-English what is going on but also outlined…
Mike Flux – General Update Q3 2013
In this video, I speak with Mike Flux, Senior 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 of these market events. IRONSHIELD Financial Planning’s “Fly On The Wall” update call. These…
Mike Flux – Investment Alternatives Update Q3 2013
In this video, I speak with Mike Flux, Senior 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 of these market events. IRONSHIELD Financial Planning’s “Fly On The Wall” update call. These…
Charles Wilton – Why Buy UPS
In today’s episode, I have an in-depth discussion with Charles Wilton, Portfolio Manager with the Private Investment Management Group at Raymond James. In the last episode we discussed a recent sale within the portfolio and now we further our discussion with the rational for buying UPS. IRONSHIELD Financial Planning’s “Fly On The Wall” update call. These…