-
Something Good for the Month
September 2019
The New Yorker: The Invention of Money Video: Morgan Housel on Behavioural Biases and Pitfalls at #IndiaInvConf 2019 CFA Institute – Enterprising Investor: How to… More
-
William's Weekly Economic Recap
The Week of September 30-October 4, 2019
William’s Weekly Economic Recapfor the Week of September 30 – October 4, 2019 (view as PDF)
-
William's Weekly Economic Recap
The Week of September 16-20, 2019
William’s Weekly Economic Recapfor the Week of September 16-20, 2019 (view as PDF)
-
Partners in Prospecting
When your Prospect is “As Cold As Ice”
You’ve spent a few meetings probing and conducting a needs analysis. You’ve checked, double checked and triple checked to ensure your prospect is aligned with… More
-
Tell Me Something Good
Where are the bargains?
In the search for bargains or value, the starting point is often in bad news. Clearly, there is no shortage of negatives these days, from… More
-
Something Good for the Month
August 2019
The New York Times: Shareholder Value Is No Longer Everything, Top C.E.O.s Say Real Investment Advice: Everything You Are Being Told About Saving & Investing… More
-
Chatting The Charts
Toronto has how many cranes?
Looking out the windows of our office we count only three construction cranes. You can imagine our surprise after coming across the below chart –… More
-
Partners in Prospecting
Do you want to know a secret? 5 Simple Steps to Creating Great Testimonials
I worked with an Advisor that was great at getting referrals from clients and this kept his pipeline moderately full. He decided to invest in… More
-
Tell Me Something Good
Welcome to “Tell Me Something Good”!
This posting marks our inaugural entry into the world of blogging. Who we are Founded in 1990, Caldwell Investment Management Ltd. is a leading independent… More
