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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 Q3 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…
Republished with permission from Built to Sell Inc. Big public companies trade at a significant premium over small businesses in the same industry because investors perceive big, sophisticated companies as a safer bet than small, owner-dependent companies. Let’s take a look at the professional services industry. Although most consultancies are a small collection of experts,…
In my last blog post, I introduced you to Jennifer Jacobs, the top living benefits specialist in Canada, and sat down with her to discuss the essentials of long-term care insurance. To quickly recap, a long-term care insurance policy is essentially a security tool used in the event that you encounter a serious injury or…
Republished with permission from Built to Sell Inc. You already know that your company’s revenue and profits play a big role in how much your business is worth. Do you also know the role cash flow plays in your valuation? Cash vs. Profits Cash flow is different than profits in that it measures the cash…
As a company, IRONSHIELD has embraced the need to include long-term care insurance as part of an overall comprehensive benefit plan. This has brought us in touch with Canada’s most talented experts in the field. I had the pleasure of speaking with Jennifer Jacobs, a top long-term care insurance specialist, who had provided us with…
In today’s episode, I chat with Charles Wilton, Portfolio Manager with the Private Investment Management Group at Raymond James. We talk about the recent deposition and acquisition in his portfolio. IRONSHIELD Financial Planning’s “Fly On The Wall” update call. These calls are recorded by Scott Plaskett and allow you to get a behind-the-scenes look at…
Republished with permission from Built to Sell Inc. The value of your company is partly determined by your industry. For example, cloud-based software companies are generally worth a lot more than printing companies these days. However, when we analyze businesses in the same industry, we still see major variations in valuation. So we dug through…
In this video, I speak with Mike Flux, Senior VP of Connor Clark & Lunn Private Capital to chat about their investment outlook from Q2 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…
Today, I want to talk about the four common mistakes that retirees should avoid making when creating a retirement income plan. These are: Not factoring in inflation Not factoring in income taxes Poor structure of investment management fees Believing in the myth that your fixed income exposure needs to match your age First, let’s begin…