Blog
Lower RRIF Withdrawal Minimums—More Flexibility for Seniors
The annual federal budget revealed in April 2015 brought along changes that have a profound impact on the financial industry. Along with the decision to raise the contribution limits of TFSAs, it was also announced that the government has proposed new rules for Registered Retirement Income Funds (RRIF) and lowered the mandatory withdrawal minimum for…
Investing Teaching Moment: What is the Margin of Safety?
A new interview with Charles Wilton, Portfolio Manager with the Private Investment Management Group at Raymond James. In today’s episode, we talk about what is the margin of safety? 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 one…
4 Traps To Avoid When Selling Your Company
Republished with permission from Built to Sell Inc. Business owners have been known to refer to due diligence as “the entrepreneur’s proctology exam.” It’s a crude analogy but a good representation of what it feels like when a stranger pokes, prods, and looks inside every inch of your business. Most professional acquirers will have a…
Mike Flux – Market Update and Investment Alternatives Q1-2015
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 2015. 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…
New TFSA Limit Reaches Close—But Not Quite—to Proposed $11,000
Last month, the federal budget revealed that the new Tax-Free Savings Account (TFSA) limit had been raised from $5,500 to $10,000 per year. While this is nearly doubled the original limit, it falls short of the expected $11,000. Still, the 82% increase in contribution room will have a significant change in your financial planning. In…
Subscribers Make Your Company More Valuable
Republished with permission from Built to Sell Inc. Why are Amazon, Apple and many of the most promising Silicon Valley start-ups leveraging a subscription business model? Subscribers not only provide steady revenue; they make your company more valuable in the eyes of an acquirer. In a traditional business, customers buy your product or service once…
Why did Charles Wilton sell Goldman Sachs?
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 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 one of…