Mike Flux – General and Investment Alternatives Update Q1 2014 Comments0
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 …
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Franco Lombardo – The Great White Elephant Comments0
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 …
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Dave Faulkner – Financial Planning Software Comments0
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 …
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Mike Flux – General and Investment Alternatives Update Q4 2013 Comments0
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 …
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December Market Update with Wilfred Hahn Comments0
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 …
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Mike Flux – General Update Q3 2013 Comments0
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 …
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Mike Flux – Investment Alternatives Update Q3 2013 Comments0
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 …
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Charles Wilton – Why Buy UPS Comments0
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 …
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