Financial Goals VS. Financial Objectives Comments
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In our previous blog post, we discussed how to set yourself up for a successful first meeting with a financial advisor, and how to be sure you’re choosing the right one.  The next step in this decision-making process is to …
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Mike Flux – General and Investment Alternatives Update Q4 2013 Comments
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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 …
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6 little things that make a big difference to the value of your company Comments
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Republished with permission from Built to Sell Inc. With the Sochi Olympic Games taking place this month, it is interesting to reflect back on some of the big events of the 2010 Olympic Games in Vancouver. In the Men’s Downhill …
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Picking the Right Financial Planner for You Comments
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In thinking about working with a financial planner, you’ve decided you want to take control of your finances, build your wealth, and plan for a secure retirement.  This is a great decision. Who you choose as your financial planner is …
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Will your business be more valuable this time next year? Comments
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Republished with permission from Built to Sell Inc. For many, January is a time of rebirth and resolutions. It’s a month to reflect on last year’s achievements and to set goals for the year ahead. Some people will set personal …
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December Market Update with Wilfred Hahn Comments
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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 …
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Do you know your CUF:CAC ratio? Comments
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Republished with permission from Built to Sell Inc. The most powerful metrics in any business are ratios that express your performance on metric A as it relates to metric B. For example, knowing what your revenue was last year is …
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