Blog
Long-Term Care Insurance 101—Part 1: The Basics
As a company, IRONSHIELD has embraced the need to include long-term care insurance as part of an overall comprehensive benefit plan. This has brought us in touch with Canada’s most talented experts in the field. I had the pleasure of speaking with Jennifer Jacobs, a top long-term care insurance specialist, who had provided us with…
Why did Charles Wilton sell Citi Bank and buy John Deere?
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…
10 Things That Make Your Business More Valuable Than That of Your Industry Peers
Republished with permission from Built to Sell Inc. The value of your company is partly determined by your industry. For example, cloud-based software companies are generally worth a lot more than printing companies these days. However, when we analyze businesses in the same industry, we still see major variations in valuation. So we dug through…
Mike Flux – General and Investment Alternatives Update Q2 2014
In this video, I speak with Mike Flux, Senior VP of Connor Clark & Lunn Private Capital to chat about their investment outlook from Q2 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…
Four Mistakes to Avoid When Creating a Retirement Income Plan
Today, I want to talk about the four common mistakes that retirees should avoid making when creating a retirement income plan. These are: Not factoring in inflation Not factoring in income taxes Poor structure of investment management fees Believing in the myth that your fixed income exposure needs to match your age First, let’s begin…
A blood pressure test for your business
Republished with permission from Built to Sell Inc. When was the last time you had your blood pressure tested? Taking your blood pressure is one of the first things most doctors do before treating you for just about anything. How much pressure your blood is under as it courses through your veins is a reliable…
Charles Wilton – Why It Was Time To Sell Walgreens
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 disposition in his portfolio and why he decided to sell Walgreens. IRONSHIELD Financial Planning’s “Fly On The Wall” update call. These calls are recorded by Scott Plaskett and allow you…
5 Ways To Attract The Attention Of An Acquirer
Republished with permission from Built to Sell Inc. In any negotiation, being the person who makes the first move usually puts you at a slight disadvantage. The first-mover tips their hand and reveals just how much he/she wants the asset being negotiated. Likewise, when considering the sale of your business, it is always nice to…