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 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.
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 position portfolios to take advantage of these market events.
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 book he offers a methodology for improving your chances in achieving success in your succession and estate planning for the next generation. The goal of leaving your children properly prepared both intellectually and emotionally is often eluded when you talk about how to protect against this real world challenge.
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 programs available in Canada.
