In this edition of FLY ON THE WALL, I invited Mark Echlin, President of Simple Insurance Solutions to chat about some of the most significant changes taking place in the area of tax and estate planning. For those Canadians motivated to learn the latest strategies in the area of tax and estate planning this call will be of tremendous value.
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 one of his professional update calls. Watch and listen as a “fly on the wall” and get some of the most valuable information you will find on the Internet.
I interview Charles Wilton, Private Portfolio Manager at Raymond James Financial – one of the most respected investment management firms in North America. We will be going through what’s involved from a behind scenes look at what it takes to find a company that’s worth buying.
In this video, I have an in-depth discussion with Charles Wilton, a Portfolio Manager, in the Private Investment Management Group at Raymond James – one of the most respected investment management firms in North America. We go into detail on what it takes for a portfolio manager to make a decision when it comes to investing or not investing in a particular security.
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 without sacrificing returns.
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.
