Mike Flux – Investment Review and Outlook Q2 2013 Comments0

In this video, I speak with Mike Flux, Senior VP of Connor Clark & Lunn Private Capital to chat about their investment outlook. We also discuss how to interpret the current events, and how to properly position portfolios to take …
Continue reading
Justification for Your Next Vacation Comments0

Republished with permission from Built to Sell Inc. A recent survey by The Sellability Score found companies that would perform well without their owner for a period of three months are 50 percent more likely to get an offer to …
Continue reading
Have you fallen into The Mile Wide Trap? Comments0

Republished with permission from Built to Sell Inc. If your company’s revenue has stalled after a period of rapid growth, you may have fallen into The Mile Wide Trap. Consider the case of Kim (not her real name) who runs …
Continue reading
Wilfred Hahn – Portfolio Management (HAHN Investment Stewards) Comments0

On today’s episode, I’m going to have a great discussion with Wilfred Hahn, Chairman and Co-CIO of HAHN Investment Stewards. The oldest actively managed global ETF manager in North America. IRONSHIELD Financial Planning’s “Fly On The Wall” update call. These …
Continue reading
The Curator: how to thrive as a middleman Comments0

Republished with permission from Built to Sell Inc. Being a middleman (or woman) has become risky business. When was the last time you used a travel agent? Agencies have largely become irrelevant given the rise of online travel booking companies. …
Continue reading
Charles Wilton – Why Buy Caterpillar Comments0

On today’s episode, I have an in-depth discussion with Charles Wilton, a Portfolio Manager with the Private Investment Management Group at Raymond James. In this video, we continue our discussion on the buying side of investing. IRONSHIELD Financial Planning’s “Fly …
Continue reading
John Duguid and Rod Howland – How Sellable Is Your Business? Comments0

On today’s episode, I interview John Duguid and Rod Howland, Managing Directors at Gallium Corporate Finance. We discuss the key attributes that a business must have to attract a higher selling price. IRONSHIELD Financial Planning’s “Fly On The Wall” update …
Continue reading
Mike Flux – Alternative Investment Strategies Q1 2013 Comments0

In this video, I speak with Mike Flux, Senior VP of Connor Clark & Lunn Private Capital to chat about their investment outlook. We also discuss how to interpret the current events, and how to properly position portfolios to take …
Continue reading











