Your portfolio managers are constantly analyzing the market to help them make the best investment decisions on your behalf. It’s important for you to feel comfortable with these decisions, so we’d like to offer you the opportunity to better understand the process that portfolio managers use to manage your investment portfolio. We hope that it will add to your financial peace of mind.
Every so often we have an update call with our portfolio managers about changes occurring in the markets. Here is an interview with Mike Flux, Senior Vice President, and Ryan McNerney, Vice President, at Connor, Clark & Lunn Private Capital. It focuses on their investment review of Q2 2023. We also discuss how to interpret current market events and how to properly position portfolios to take advantage of those events.
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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.
