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Mike Flux – General and Investment Alternatives Update Q1 2014
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 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…
Why fire trucks always back in
Republished with permission from Built to Sell Inc. Have you ever noticed that fire trucks always back into the fire hall? Why don’t they just pull into their parking spot snout-forward like the rest of us? Backing in at the end of a shift saves them time when they have to get to a fire.…
8 ways to know if you have a job or own a business
Republished with permission from Built to Sell Inc. The ultimate test of your business can be found in a simple question: would someone want to buy your company? Whether you want to sell next year or a decade from now, you must be building an asset someone would buy – otherwise, you have a job,…
Dave Faulkner – Financial Planning Software
Today I have an update call with Dave Faulkner, President of FPAdvantage and creator of financial planning software (The Razor). Dave is a pioneer in the financial planning software industry and the original designer of the most well-known financial planning programs available in Canada. We will be discussing how the software has evolved, and how…
Financial Goals VS. Financial Objectives
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 ensure your planner knows how to get you to where you want to be, and…
Mike Flux – General and Investment Alternatives Update Q4 2013
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 position portfolios to take advantage of these market events. In this second video, Mike gives…