The Financial Advisor Evaluation (FAE): 10 Questions—Yes or No? Comments0
Based on a past HSBC survey, nearly two-thirds of Canadians don’t have a financial plan. It didn’t make sense to me because another report showed that the majority of advisors in Canada do offer financial plans to their customers. Why, …
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Why did Charles Wilton Buy Gilead? Comments0
A new interview with Charles Wilton, Portfolio Manager with the Private Investment Management Group at Raymond James. In today’s episode, we talk about the recent acquisition in his portfolio. IRONSHIELD Financial Planning’s “Fly On The Wall” update call. These calls …
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Why did Charles Wilton Buy Valmont? Comments0
A new interview with Charles Wilton, Portfolio Manager with the Private Investment Management Group at Raymond James. In today’s episode, we talk about the recent acquisition in his portfolio. IRONSHIELD Financial Planning’s “Fly On The Wall” update call. These calls …
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Business Valuation Comments0
Republished with permission from Built to Sell Inc. Deck: Business valuation goes beyond simple mathematics, but to get some idea of what your business might be worth, consider the three methods below. Your business is likely your largest asset so …
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The Canada Pension Plan—When Is the Right Time for You? Comments0
When it comes to the Canada Pension Plan (CPP), it really is a matter of deciding when to take it. While there is no rule of thumb, there is a specific answer for each person. In today’s blog post, I …
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What a Study of 14,000 Businesses Reveals About How You Should Not Be Spending Your Time Comments0
Republished with permission from Built to Sell Inc. In an analysis of more than 14,000 businesses, a new study finds the most valuable companies take a contrarian approach to the boss doing the selling. Who does the selling in your …
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The Secrets of Benefits Planning Comments0
In small and mid-sized businesses, there are many common issues that may arise and a number of these problems are related to employee benefits. Recently, I spoke with Roger Thorpe, President of Thorpe Benefits and a specialist in benefits and …
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Mike Flux – Market Update and Investment Alternatives Q4 2014 Comments0
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 2014. We also discuss how to interpret the current events, and how to properly …
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