Investing Teaching Moment: What is the Margin of Safety? Comments0
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 …
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4 Traps To Avoid When Selling Your Company Comments0
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, …
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Mike Flux – Market Update and Investment Alternatives Q1-2015 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 2015. We also discuss how to interpret the current events, and how to properly …
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New TFSA Limit Reaches Close—But Not Quite—to Proposed $11,000 Comments0
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 …
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Subscribers Make Your Company More Valuable Comments0
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 …
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Why did Charles Wilton sell Goldman Sachs? Comments0
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 …
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Why did Charles Wilton Buy CB&I (Chicago Bridge)? Comments0
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 …
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The Financial Advisor Evaluation (FAE): 10 Questions—Yes or No? Comments0
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, …
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