Four Traps To Avoid When An Acquirer Comes Calling Comments0

Republished with permission from Built to Sell Inc. You may be eager to sell your business, and happy to have an acquirer at your doorstep, but what’s it like when an acquirer starts looking inside every corner of your business? …
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Mike Flux – Alternative Investments Update Q4 2012 Comments0

In this video, I speak with Mike Flux, VP of Connor Clark & Lunn Private Capital to provide an update on the alternative strategies that they are using in their portfolios, to help reduce the effects of the current volatility …
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Mike Flux – Investment Core Strategy Q4 2012 Comments0

In this video, I speak with Mike Flux, 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 advantage …
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8 Questions You’ll Be Asked When Selling Your Business Comments0

Republished with permission from Built to Sell Inc. One of the most intimidating aspects of selling your business can be facing the barrage of questions during the various management presentations you’ll be doing for potential acquirers. Be prepared to be grilled …
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Jennifer Jacobs – Living Benefits Update Comments0

In this video, I speak to Jennifer Jacobs, President of LTCI Consulting Inc. to chat about the expectation of changes of living benefits / life insurance, in terms of what we see in the market place and what we can …
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7 things to do before signing a Letter of Intent to sell your business Comments0

Republished with permission from Built to Sell Inc. You may be years away from selling your business, but it’s never too early to understand what the process involves. If you have ever promised your child a treat in return for good …
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Three Pillars To Successful RRIF Investing Comments0

When building an investment portfolio for retirees, there are three criteria that when met, will provide you with the highest probability of success. Now, most articles being written today about investing for income are all focusing on the income distributions, …
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5 RRIF Strategies For Retirees Comments0

Like many Canadians approaching retirement, you probably have an RRSP that you have been contributing to and managing for years. However, that magical date where you turn 71 and have to convert your RRSP to a RRIF is quickly approaching. …
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