Insightful Opinions Articles | Educate & Explore

Insightful Opinions

What are Strategic & Tactical Dashboards?

Managing a business without effective operational dashboards is like navigating a journey without a reliable map.

Stick the Landing

Employers are looking to find a SWAN in the person they’re interviewing – someone who’s Smart, Works Hard, is Ambitious, and Nice

Navigating Today’s Job Market featuring Michael van Olm (MacDonald Search Group)

Recruiters spend their entire day on LinkedIn sourcing candidates.

Navigating Today's Job Market featuring Martina Sarro (Verve Recruitment Group)

A personal brand is who you are as a person. What are your morals/values? What do you enjoy doing? What are you passionate about?

Is the Client Always Right?

Not every client will be a perfect fit for your business, and that’s okay.

Why Canada Does Not Have an SEC

The IIROC-MFDA merger demonstrates that coordination and streamlining are achievable within Canada's current system.

Words Matter

Whether we realize it or not, language is part of creating stigma and reducing stigma.

Using the Past to Guide the Future

Could the Acme Corporation, with its endless range of products, have paved the way for a company like Amazon?

How to Be a Standout Candidate in Your Job Search

The FASTEST way to get noticed in your job search is to ditch the old-school functional resume.

Should an Issuer Be Its Own Dealer?

I argue that as an investor, it should not matter if the issuer or dealer is the same or not.

Issuer’s Corner featuring Pier 4 Real Estate Investment Trust

Our overarching objective is to establish ourselves as the top choice for investors seeking opportunities in the low and mid-rise multi-residential asset class within the Canadian real estate market.

Hey Entrepreneurs! More Revenue Won’t Save You Forever

A universally accepted rule in the financial planning space is to have three to six months of emergency savings on hand.

A Letter from One Generation to Another

EBITDA is indeed a prevalent metric, but it’s essential to look beyond it to gauge the true health of our business.

"A Private Matter?”

Let's dive into the big question: should we make the leap and go public?

Wealth Purpose

Good fortune comes to those that know why they seek wealth. This good fortune is available to everyone intentional enough to discover it.

Creative Destruction

It’s easy to fall prey to the frog in the water syndrome, whereby the poor frog doesn’t realize that the water is gradually heating up until it boils to death.

What Does the Story of “The Tortoise and the Hare” Have to Do with Business?

A workforce comprised of Hares and Tortoises will complement one another, leading to a more balanced and capable team.

Are You Guilty of These Job Interview MISTAKES?

The job market throughout Canada is hot.

Expert Perspective featuring Robert Sinclair

The right balance between capital formation and investor protection for non-sophisticated investors in the Canadian Private Markets should prioritize investor protection without completely restricting access to investment opportunities.

Expert Perspective featuring Tommy Baltzis

Capital invested is based on trust, so if investors feel that they cannot trust the organization or the rules to protect them, there is no capital formation.

The 6 Most Important Financial Planning Considerations for Small Business Owners

Owners can take control of their finances and secure the future of their company by ensuring they are on track in all areas of planning for their business.

Expert Perspective featuring Phil du Heaume

It inevitably leads to friction between industry and investor advocates because they believe they have opposing needs, which just isn’t true.

The Secrets of Our Succession

When a family business gets passed down from one generation to the next, it can be disastrous.

Compensation Conflicts: Good, Bad, or Ugly?

Knowing how much money your advisor makes for providing advice, making recommendations, and trading your securities should be important.

Evolution of the Quebec Exempt Market

Many new issuers from all across Canada have seen the success and therefore want to explore the opportunities that the Quebec exempt market brings to the table. This is undoubtedly due to the continuation of growth, expansion and expertise as the years progress.

Don't Blame Covid, Blame the Baby Boomers!

To set expectations for the future, we must first understand the past. Our history has been filled with power struggles and wars since the dawn of man, but something happened after WWII that set the stage for two major shifts.

How to Recruit, Hire and Retain Great People

The problem is good ones are hard to find. 98 aren’t right for the position, 2 seem good. The trap is spending weeks filtering and wasting hours each day trying to find a good candidate.

What To Do If You Experience a Loss In The Exempt Market

The first thing to remember is that investing has risks. Investments lose value or fail. Investors can lose money. This is true of almost any type of investment and particularly in a high-risk market. There will be gains, and there will be losses, as this is the nature of investing.

Diversification and Risk

Many diversified portfolios or mutual funds have too many companies within them for anyone or any team to really be able to keep fully informed of these businesses with any adequate informed insight. This type of diversification is very risky.

The Psychology of Small Business

Mental toughness is certainly one of the most valuable, most powerful models of enhancing mental wellness that is emerging as a potential major area of support for small business owners who wish to improve not only their own performance but that of their teams as well.

The Effects of Rising Interest Rates in the Alternative Mortgage Market

As the Canadian economy came out of the COVID constraints, we started to see new pressures on inflation. As of June 22, 2022, the Consumer Price Index (CPI) based on May prices had consumer inflation rising 7.7% year-over-year, which is the largest yearly increase since January 1983.

Why Smart People Make Dumb Mistakes with Their Money

In the 1930’s depression, much like the downturn of 2022, market technician Ralph Nelson Elliott made an interesting discovery. He noticed equity markets move in similar and replicating patterns with degrees of trend.

3 Questions with Peter Kinkaide of Raintree Capital Inc.

I often refer to capital or money as “fluid”. Over time investors globally find opportunities to make a return on their capital. Over the 12 years since the Financial Crisis, central bank interest rates had been particularly low, leading to interest rates across the fixed income universe to generally decline over that period.

Balancing Act

How new initiatives in Alberta and Saskatchewan highlight the delicate Balance between capital formation and investor protection.

What the Future of the Exempt Market Holds

The world is in fact becoming more complex, more challenging, more competitive, and therefore bringing on more volatility to public markets and scaring investors with large upswings and downswings. So what does this all mean?