Blog
Mike Flux – Investment Core Strategy Q4 2012
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 of these market events. IRONSHIELD Financial Planning’s “Fly On The Wall” update call. These calls…
8 Questions You’ll Be Asked When Selling Your Business
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 on all facets of your operations. Of course every meeting will be different, but here…
Jennifer Jacobs – Living Benefits Update
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 do to take advantage on what is available today. IRONSHIELD Financial Planning’s “Fly On The…
7 things to do before signing a Letter of Intent to sell your business
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 behaviour, you know all about negotiating leverage. When selling an attractive business, you also have…
Three Pillars To Successful RRIF Investing
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, yield and consistency of both. The problem is that if you don’t apply these three…
5 RRIF Strategies For Retirees
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. Now you need to know more about Registered Retirement Income Fund (RRIF) strategies as…
Mike Flux – Alternative Investments Q3 2012
In this video, I speak with Mike Flux, VP Connor, Clark & Lunn Private Capital to get an update on the Alternative Asset Classes they offer (Commercial Real Estate, Infrastructure and Private Equity). This video will provide a plain english update on three of the most exciting investment categories available as a complement to a…
Mike Flux – Investment Review and Market Outlook Q3 2012
I invited Mike Flux, VP of Connor Clark & Lunn Private Capital to summarize for me what has happened in the global markets during the 3rd quarter of 2012. He not only explains what happened but explains what their strategy is moving forward.