IRONSHIELD Financial Planning Inc.

IRONSHIELD Financial Planning Inc.

Category: Content
Type: Blog Article

Generated 2 weeks ago

IRONSHIELD Financial Planning Inc.

Category: Content
Type: Blog Article

Generated 3 weeks ago

New blog articles detected

  • Mike Flux – Market Update and Investment Alternatives Q4-2016

    In this video, I speak with Mike Flux, Senior Vice President and Portfolio Manager of Connor Clark & Lunn Private Capital to chat about their investment outlook from Q4 of 2016. We also discuss how to interpret the current events, and … Continue reading

  • Mike Flux – CC&L Private Client Loan Introduction

    In this video, I speak with Mike Flux, Senior Vice President and Portfolio Manager 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 … Continue reading

  • Will this be the year you seriously drive up the value of your company?

    Republished with permission from Built to Sell Inc. If you have resolved to make your company more valuable in 2017, you may want to think hard about how your customers pay. If you have a transaction business model where customers … Continue reading

  • Market Share vs. Addressable Market

    Republished with permission from Built to Sell Inc. Imagine you’re a farmer and you’ve been tending to your crops all year. It’s harvest season and finally time to collect the spoils of your labor. You start harvesting your crops only … Continue reading

  • 5 Ways To Get Your Business To Run Without You

    Republished with permission from Built to Sell Inc. Some owners focus on growing their profits, while others are obsessed with sales goals. Have you ever considered making it your primary goal to set up your business so that it can … Continue reading

  • Mike Flux – Market Update and Investment Alternatives Q3-2016

    In this video, I speak with Mike Flux, Senior Vice President and Portfolio Manager of Connor Clark & Lunn Private Capital to chat about their investment outlook from Q3 of 2016. We also discuss how to interpret the current events, and … Continue reading

  • How much goodwill do you have in your business?

    Republished with permission from Built to Sell Inc. The term “goodwill” is often thrown around in conversation as though it is a subjective description of how much your customers like your business. In fact, when it comes to valuing your … Continue reading

  • How Three Moves Quadrupled the Value of this Business

    Republished with permission from Built to Sell Inc. Are you stuck trying to figure out how to create some recurring revenue for your business? You know those automatic sales will make your business more valuable and predictable, but the secret … Continue reading

  • Why did Charles Wilton sell McDonalds and buy Viacom?

    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 … Continue reading

  • Mike Flux – Market Update and Investment Alternatives Q2-2016

    In this video, I speak with Mike Flux, Senior Vice President and Portfolio Manager of Connor Clark & Lunn Private Capital to chat about their investment outlook from Q2 of 2016. We also discuss how to interpret the current events, and … Continue reading

  • Thinking Vs. Doing: The Owner’s Dilemma

    Republished with permission from Built to Sell Inc. There’s a steady breeze from the northwest, which cools the warm Caribbean afternoon. Framed between a palm tree and the turquoise water, you notice a man reading. He appears to be working, which … Continue reading

  • Did Microsoft Overpay For LinkedIn?

    Republished with permission from Built to Sell Inc. Microsoft’s recent $26.2 billion acquisition of LinkedIn provides an illustrative example of a strategic acquisition – the type of sale that usually garners the most gain for the acquired company’s shareholders. You may be … Continue reading

  • Have You Discovered Your Recurring Revenue Model?

    Republished with permission from Built to Sell Inc. When it comes to the value of your business, what happened in the past is much less important than what is likely to happen in the future. One of the most important … Continue reading

  • Mike Flux – Market Update and Investment Alternatives Q1-2016

    In this video, I speak with Mike Flux, Senior Vice President and Portfolio Manager of Connor Clark & Lunn Private Capital to chat about their investment outlook from Q1 of 2016. We also discuss how to interpret the current events, and how … Continue reading

  • Rich vs. Famous

    Republished with permission from Built to Sell Inc. Have you set a goal for your company this year? If you’re like most business owners, you’re striving for an increase in your annual sales. It’s natural to want your company to … Continue reading

  • Why Bother Doing It The Hard Way?

    Republished with permission from Built to Sell Inc. Whether you want to sell your business next year or a decade from now, you will have two basic options for an external sale: the financial or the strategic buyer. The Financial … Continue reading

  • You-proofing Your Business

    Republished with permission from Built to Sell Inc. Making your business less dependent on you has a number of benefits: you can scale your company more quickly if you’re not acting as a bottleneck; you get more time to enjoy … Continue reading

  • Six Power Ratios to Start Tracking Now

    Republished with permission from Built to Sell Inc. Doctors in the developing world measure their progress not by the aggregate number of children who die in childbirth, but by the infant mortality rate – a ratio of the number of … Continue reading

  • How Your Age Shapes Your Exit Plan

    Republished with permission from Built to Sell Inc. Your age has a big impact on your attitude toward your business, and your feelings about one day getting out of it. For example, one person who runs a boutique mergers and … Continue reading

  • Mike Flux – Market Update and Investment Alternatives Q4-2015

    In this video, I speak with Mike Flux, Senior Vice President and Portfolio Manager of Connor Clark & Lunn Private Capital to chat about their investment outlook from Q4 of 2015. We also discuss how to interpret the current events, … Continue reading

  • Why “One” Is the Worst Number When It Comes to Financial Planning

    “One” is usually the best number to be…except when it comes to financial planning.  Imagine if you only had one income stream, one investment, one insurance plan, etc.  As the saying goes, putting all your eggs in one basket is … Continue reading

  • Jennifer Jacobs – The Steady Increase in Cost for Long-Term Care Insurance

    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 … Continue reading

  • The Downside of Just Milking It

    Republished with permission from Built to Sell Inc. If you have considered selling your business of late, you may have been disappointed to see the offers a business like yours would garner from would-be acquirers. According to the latest analysis … Continue reading

  • Why did Charles Wilton sell KB Home and buy Eaton?

    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 … Continue reading

  • Having Little Financial Knowledge is a Dangerous Thing

    When it comes to financial planning, knowing too little is a dangerous thing. As a financial planner, the main part of my job is to educate my clients on things that they may not know—or things that they may not … Continue reading

  • Mike Flux – Market Update and Investment Alternatives Q3-2015

    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 2015. We also discuss how to interpret the current events, and how to properly … Continue reading

  • 90 Days That Will Define Your Business Forever

    Republished with permission from Built to Sell Inc. You’ve done the hard work of winning a new customer, but it’s what you do in the next 90 days that determines if it’ll stick around. The first 90 days of any … Continue reading

  • How to Get Rich in 3 (Really Difficult) Steps

    Republished with permission from Built to Sell Inc. Becoming wealthy may not be your primary goal, but if it is, there is a reasonably predictable way to get rich in America. Step 1: Ignore Your Parents Parents around the world … Continue reading

  • 9 Strategies to Protect Your Personal Credit Scores

    When it comes to your personal credit score, there are a variety of unknown factors that can affect your score. For example, most people don’t realize the importance and difference between two important dates while paying off their credit card … Continue reading

  • Did you miss the perfect time to sell your business?

    Republished with permission from Built to Sell Inc. August was a rollercoaster ride for stockholders. Triple digit wins followed by even larger losses left the average investor reeling and were a good reminder that markets move in both directions. Valuations … Continue reading

  • How Life Insurance Can Save Your Family—Stories from the Heart

    At IRONSHIELD, it is important for us to help you make the best decisions possible when it comes to your everyday finances. Life insurance is an aspect that can greatly improve your life and provide your family with financial stability. … Continue reading

  • 4 Steps To Finding Your Sell-By Date

    Republished with permission from Built to Sell Inc. Most business owners think selling their business is a sprint, but the reality is it takes a long time to sell a company. The sound of the gun sends blood flowing as … Continue reading

  • Canada Reduces Tax Rates for Small Businesses

    The Canadian government has continually shown support for small businesses in several different aspects. The federal budget revealed earlier this year in April confirms that the government is always striving to help its entrepreneurs. Along with a new TFSA contribution … Continue reading

  • An Investing Principles Checklist With Charles Wilton

    A new interview with Charles Wilton, Portfolio Manager with the Private Investment Management Group at Raymond James. In today’s episode, we talk about the discipline process that Charles follows in order to make the proper decisions in making good quality … Continue reading

  • How To Scale Up Your Service Business

    Republished with permission from Built to Sell Inc. Increase the value of your company by training others in your area of expertise. It can be tough to grow a service business. Clients are typically buying your expertise, and if all you … Continue reading

  • Lower RRIF Withdrawal Minimums—More Flexibility for Seniors

    The annual federal budget revealed in April 2015 brought along changes that have a profound impact on the financial industry. Along with the decision to raise the contribution limits of TFSAs, it was also announced that the government has proposed … Continue reading

  • Investing Teaching Moment: What is the Margin of Safety?

    A new interview with Charles Wilton, Portfolio Manager with the Private Investment Management Group at Raymond James. In today’s episode, we talk about what is the margin of safety? IRONSHIELD Financial Planning’s “Fly On The Wall” update call. These calls … Continue reading

  • 4 Traps To Avoid When Selling Your Company

    Republished with permission from Built to Sell Inc. Business owners have been known to refer to due diligence as “the entrepreneur’s proctology exam.” It’s a crude analogy but a good representation of what it feels like when a stranger pokes, … Continue reading

  • Mike Flux – Market Update and Investment Alternatives Q1-2015

    In this video, I speak with Mike Flux, Senior VP of Connor Clark & Lunn Private Capital to chat about their investment outlook from Q1 of 2015. We also discuss how to interpret the current events, and how to properly … Continue reading

  • New TFSA Limit Reaches Close—But Not Quite—to Proposed $11,000

    Last month, the federal budget revealed that the new Tax-Free Savings Account (TFSA) limit had been raised from $5,500 to $10,000 per year. While this is nearly doubled the original limit, it falls short of the expected $11,000. Still, the … Continue reading

  • Subscribers Make Your Company More Valuable

    Republished with permission from Built to Sell Inc. Why are Amazon, Apple and many of the most promising Silicon Valley start-ups leveraging a subscription business model? Subscribers not only provide steady revenue; they make your company more valuable in the … Continue reading

  • Why did Charles Wilton sell Goldman Sachs?

    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 in his portfolio. IRONSHIELD Financial Planning’s “Fly On The Wall” update call. These calls are … Continue reading

  • Why did Charles Wilton Buy CB&I (Chicago Bridge)?

    A new interview with Charles Wilton, Portfolio Manager with the Private Investment Management Group at Raymond James. In today’s episode, we talk about the recent acquisition in his portfolio. IRONSHIELD Financial Planning’s “Fly On The Wall” update call. These calls … Continue reading

  • The Financial Advisor Evaluation (FAE): 10 Questions—Yes or No?

    Based on a past HSBC survey, nearly two-thirds of Canadians don’t have a financial plan. It didn’t make sense to me because another report showed that the majority of advisors in Canada do offer financial plans to their customers. Why, … Continue reading

  • Why did Charles Wilton Buy Gilead?

    A new interview with Charles Wilton, Portfolio Manager with the Private Investment Management Group at Raymond James. In today’s episode, we talk about the recent acquisition in his portfolio. IRONSHIELD Financial Planning’s “Fly On The Wall” update call. These calls … Continue reading

  • Why did Charles Wilton Buy Valmont?

    A new interview with Charles Wilton, Portfolio Manager with the Private Investment Management Group at Raymond James. In today’s episode, we talk about the recent acquisition in his portfolio. IRONSHIELD Financial Planning’s “Fly On The Wall” update call. These calls … Continue reading

  • Business Valuation

    Republished with permission from Built to Sell Inc. Deck: Business valuation goes beyond simple mathematics, but to get some idea of what your business might be worth, consider the three methods below. Your business is likely your largest asset so … Continue reading

  • The Canada Pension Plan—When Is the Right Time for You?

    When it comes to the Canada Pension Plan (CPP), it really is a matter of deciding when to take it. While there is no rule of thumb, there is a specific answer for each person. In today’s blog post, I … Continue reading

  • What a Study of 14,000 Businesses Reveals About How You Should Not Be Spending Your Time

    Republished with permission from Built to Sell Inc. In an analysis of more than 14,000 businesses, a new study finds the most valuable companies take a contrarian approach to the boss doing the selling. Who does the selling in your … Continue reading

  • The Secrets of Benefits Planning

    In small and mid-sized businesses, there are many common issues that may arise and a number of these problems are related to employee benefits. Recently, I spoke with Roger Thorpe, President of Thorpe Benefits and a specialist in benefits and … Continue reading

  • Mike Flux – Market Update and Investment Alternatives Q4 2014

    In this video, I speak with Mike Flux, Senior VP of Connor Clark & Lunn Private Capital to chat about their investment outlook from Q4 of 2014. We also discuss how to interpret the current events, and how to properly … Continue reading

  • 6 Reasons Not To Diversify

    Republished with permission from Built to Sell Inc. Deck: Diversification is a sound financial planning strategy, but does it work for company building? How does Vitamix get away with charging $700 for a blender when reputable companies like Cuisinart and … Continue reading

  • How to Respond to Market Crashes

    Oftentimes, we hear on the news that the markets have crashed, but bear in mind that the media frequently dramatize events and make it seem as if things are really crazy. While things may become a little hectic, the real … Continue reading

  • What’s so special about the million-dollar mark?

    Republished with permission from Built to Sell Inc. If you’re wondering when is the right time to sell your business, you may want to wait until your company is generating $1 million in earnings before interest, taxes, depreciation, and amortization … Continue reading

  • Tax-Free Savings Accounts (TFSA)—Myths and Tips

    Today, I want to talk about a relatively new investment tool—the Tax-Free Savings Account (TFSA). The Tax-Free Savings Account was launched in 2009 and many people are becoming aware of it today. But how much do you really know about … Continue reading

  • Mike Flux – General and Investment Alternatives Update Q3 2014

    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 … Continue reading

  • How To Get a Big Company Multiple For Your Business

    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 … Continue reading

  • Long-Term Care Insurance 101–Part 2: The Dos and Don’ts

    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 … Continue reading

  • One Hidden Thing That Drives Your Company’s Value

    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? … Continue reading

  • Long-Term Care Insurance 101—Part 1: The Basics

    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 … Continue reading

  • Why did Charles Wilton sell Citi Bank and buy John Deere?

    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 … Continue reading

  • 10 Things That Make Your Business More Valuable Than That of Your Industry Peers

    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 … Continue reading

  • Mike Flux – General and Investment Alternatives Update Q2 2014

    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 … Continue reading

  • Four Mistakes to Avoid When Creating a Retirement Income Plan

    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 … Continue reading

  • A blood pressure test for your business

    Republished with permission from Built to Sell Inc. When was the last time you had your blood pressure tested? Taking your blood pressure is one of the first things most doctors do before treating you for just about anything. How … Continue reading

  • Charles Wilton – Why It Was Time To Sell Walgreens

    A new interview with Charles Wilton, Portfolio Manager with the Private Investment Management Group at Raymond James.  In today’s episode, we talk about the recent disposition in his portfolio and why he decided to sell Walgreens. IRONSHIELD Financial Planning’s “Fly … Continue reading

  • 5 Ways To Attract The Attention Of An Acquirer

    Republished with permission from Built to Sell Inc. In any negotiation, being the person who makes the first move usually puts you at a slight disadvantage. The first-mover tips their hand and reveals just how much he/she wants the asset … Continue reading

  • Important Steps To Financial Freedom: Expenses, Debt and Diversification

    In order to come up with a solid financial plan that focuses on your financial freedom you need to get clear on where you stand right now so you can determine whether or not your current financial state will support … Continue reading

  • The Richest Person In The Nursing Home

    Featured in the July 2014 Newsletter of HAHN Investment Stewards. Republished with permission. By: Scott E. Plaskett, CFP Senior Financial Planner & CEO, IRONSHIELD Financial Planning, www.ironshield.ca Is your financial planning putting you on track to be the richest person … Continue reading

  • Six ways to profit from your vacation this summer

    Republished with permission from Built to Sell Inc. Summer is here, and although it may seem strange, now may be the perfect time to increase the value of your company. The most valuable businesses are the ones that can survive … Continue reading

  • What Kind Of Planning Are You Doing For Your Financial Freedom?

    In my last blog post I talked about the nine things you need to know before you can retire comfortably. Make sure to check out the link and read that blog post when you get a chance, there is a … Continue reading

  • Charles Wilton – Why Buy Everest Reinsurance

    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 changes in his portfolio and why he decided to buy Everest Reinsurance. IRONSHIELD Financial Planning’s “Fly … Continue reading

  • How to increase the value of your business by 71%

    Republished with permission from Built to Sell Inc. How much did your home increase in value last year? Depending on where you live, it may have gone up by 5 – 10% or more. How much did your stock portfolio … Continue reading

  • Charles Wilton – Selling Position of CR Bard

    In today’s episode, I have an in-depth discussion with Charles Wilton, Portfolio Manager with the Private Investment Management Group at Raymond James. We go into detail about a recent deposition or exist position that took place in Charles’ portfolio.  Remember, … Continue reading

  • 9 Things You Need To Know Before You Can Retire Comfortably

    For many people, long gone are the days when you can retire from your job with the pension that your employer provides. Today it is important to have your own plan. It is all about taking control of your financial … Continue reading

  • Mike Flux – General and Investment Alternatives Update Q1 2014

    In this video, I speak with Mike Flux, Senior VP of Connor Clark & Lunn Private Capital to chat about their investment outlook from Q1 of 2014. We also discuss how to interpret the current events, and how to properly … Continue reading

  • Why fire trucks always back in

    Republished with permission from Built to Sell Inc. Have you ever noticed that fire trucks always back into the fire hall? Why don’t they just pull into their parking spot snout-forward like the rest of us? Backing in at the … Continue reading

  • 8 ways to know if you have a job or own a business

    Republished with permission from Built to Sell Inc. The ultimate test of your business can be found in a simple question: would someone want to buy your company? Whether you want to sell next year or a decade from now, … Continue reading

  • Franco Lombardo – The Great White Elephant

    Today I have an update call with Franco Lombardo, Managing Director of Veritage Family Office Ltd. In today’s discussion we go into detail about Franco’s latest book, “The Great White Elephant – Why Rich Kids Hate Their Parents”. In this … Continue reading

  • Dave Faulkner – Financial Planning Software

    Today I have an update call with Dave Faulkner, President of FPAdvantage and creator of financial planning software (The Razor).  Dave is a pioneer in the financial planning software industry and the original designer of the most well-known financial planning … Continue reading

  • 5 “strategic” ways to sell your company

    Republished with permission from Built to Sell Inc. This month’s article looks at the recent announcement that Facebook has acquired messaging service WhatsApp and uses it as a platform to discuss the topic of strategic acquisition. The article also shares … Continue reading

  • Financial Goals VS. Financial Objectives

    In our previous blog post, we discussed how to set yourself up for a successful first meeting with a financial advisor, and how to be sure you’re choosing the right one.  The next step in this decision-making process is to … Continue reading

  • Mike Flux – General and Investment Alternatives Update Q4 2013

    In this video, I speak with Mike Flux, Senior VP of Connor Clark & Lunn Private Capital to chat about their investment outlook from Q4 of 2013. We also discuss how to interpret the current events, and how to properly … Continue reading

  • 6 little things that make a big difference to the value of your company

    Republished with permission from Built to Sell Inc. With the Sochi Olympic Games taking place this month, it is interesting to reflect back on some of the big events of the 2010 Olympic Games in Vancouver. In the Men’s Downhill … Continue reading

  • Picking the Right Financial Planner for You

    In thinking about working with a financial planner, you’ve decided you want to take control of your finances, build your wealth, and plan for a secure retirement.  This is a great decision. Who you choose as your financial planner is … Continue reading

  • Will your business be more valuable this time next year?

    Republished with permission from Built to Sell Inc. For many, January is a time of rebirth and resolutions. It’s a month to reflect on last year’s achievements and to set goals for the year ahead. Some people will set personal … Continue reading

  • December Market Update with Wilfred Hahn

    On a very last minute basis, I called Wilfred Hahn, co-CIO of Hahn Investment Stewards to ask him to help put into perspective what is going on in the economy and in the investment markets in light of some recent … Continue reading

  • TFSA VS RRSP – Where’s The Best Place for Your Money

    A recent online survey conducted in November by Ipsos Reid showed that of over 1200 Canadians, 36% aren’t even contributing to an RRSP (Registered Retirement Savings Plan).  If that many people aren’t taking advantage of this age-old investment vehicle, imagine … Continue reading

  • Do you know your CUF:CAC ratio?

    Republished with permission from Built to Sell Inc. The most powerful metrics in any business are ratios that express your performance on metric A as it relates to metric B. For example, knowing what your revenue was last year is … Continue reading

  • Mike Flux – General Update Q3 2013

    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

  • Mike Flux – Investment Alternatives Update Q3 2013

    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

  • Growth vs. Value: not all revenue is created equally

    Republished with permission from Built to Sell Inc. When you look ahead to next year, will your growth come from selling more to your existing customers or finding new customers for your existing products and services? The answer may have … Continue reading

  • The hidden goal of the smartest business owners

    Republished with permission from Built to Sell Inc. What are your business goals for the year? If you’re like most owners, you have a profit goal you want to hit. You may also have a top line revenue number that’s … Continue reading

  • Do you have a billion dollar business hiding inside your company?

    Republished with permission from Built to Sell Inc. Asking customers to pay to join a special group of your best patrons can increase your revenue, encourage customers to buy new products and services from you, and provide a healthy boost … Continue reading

  • Charles Wilton – Why Buy UPS

    In today’s episode, I have an in-depth discussion with Charles Wilton, Portfolio Manager with the Private Investment Management Group at Raymond James.  In the last episode we discussed a recent sale within the portfolio and now we further our discussion with … Continue reading

  • Charles Wilton – Why Sell Home Depot

    In today’s episode, I have an in-depth discussion with Charles Wilton, Portfolio Manager with the Private Investment Management Group at Raymond James.  We continue our discussion on selling Home Depot. IRONSHIELD Financial Planning’s “Fly On The Wall” update call. These … Continue reading

  • Mike Flux – Alternative Investment Strategies Q2 2013

    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

  • Mike Flux – Investment Review and Outlook Q2 2013

    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

    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?

    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

Out-Market Your Competitors?

Get complete competitive insights on over 2.2 million companies to drive your marketing strategy.

Create Free Account Log in

Out-Market Your Competitors

Get complete competitive insights on over 2.2 million companies to drive your marketing strategy.

Create Free Account

Already a user?  Log in