FLY ON THE WALL UPDATE CALLS
Jason Kwiatkowski – Business Valuations
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. IRONSHIELD Financial Planning’s “Fly On The Wall” update call. These calls are recorded by Scott…
Charles Wilton – The “Sell” Side Of Investing
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 now they further the discussion and chat about the flip side, the time to sell. IRONSHIELD Financial Planning’s “Fly On…
Mark Echlin – Tax and Estate Planning
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 motivated to learn the latest strategies in the area of tax and estate planning this call…
Charles Wilton – Investment Teaching Moment
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. We go into detail on what it takes for a portfolio manager to make a decision when it comes to…
Mike Flux – Alternative Investments Update Q4 2012
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 without sacrificing returns. IRONSHIELD Financial Planning’s “Fly On The Wall” update call. These calls…
Mike Flux – Investment Core Strategy Q4 2012
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 of these market events. IRONSHIELD Financial Planning’s “Fly On The Wall” update call. These calls…
Jennifer Jacobs – Living Benefits Update
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 do to take advantage on what is available today. IRONSHIELD Financial Planning’s “Fly On The…
Mike Flux – Alternative Investments Q3 2012
In this video, I speak with Mike Flux, VP Connor, Clark & Lunn Private Capital to get an update on the Alternative Asset Classes they offer (Commercial Real Estate, Infrastructure and Private Equity). This video will provide a plain english update on three of the most exciting investment categories available as a complement to a…