This episode demystifies private equity for retail investors, covering what it is, potential benefits, risks, and how to determine the right allocation for your portfolio based on recent research from Vanguard.

Topics Covered in this Episode

00:00 Introduction to Private Equity

02:00 Understanding Private Equity

05:11 Why Invest in Private Equity?

07:20 The Risks of Private Equity

13:25 Determining Your Allocation to Private Equity

18:00 Key Takeaways and Conclusion

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The Personal CFO: https://www.mwadvisors.ca/newsletter-guillaume

Need Guidance? Book a private intro call today:

Book it here: https://mwadvisors.as.me/GuillaumeGirard1

Connect with Guillaume

Website: https://www.mwadvisors.ca/guillaume
Email: guillaume@mwadvisors.ca
LinkedIn: https://www.linkedin.com/in/guillaume-girard-cfa-cfp-08487170/

Cited Research
Right-Sizing Private Equity in a Portfolio: It Depends on More Than You Think.

In this episode, litigation lawyer Matthew Taylor discusses common claims against investment advisors, the importance of understanding legal standards like best interest vs. suitability, and explores real cases highlighting risks in financial advising, private markets, and investor protection in Canada.

Topics Covered in this Episode

00:00 Understanding Investment Loss Claims

02:45 The Importance of Legal Preparedness

05:23 Engaging a Lawyer: Hourly vs. Contingency

08:06 Case Study: Language Barriers and Investment Risks

10:39 Legal Obligations of Advisors

13:16 Risk Tolerance vs. Risk Capacity

16:26 The Role of Trust in Financial Advisory

19:05 Navigating Client Needs and Advisor Responsibilities

28:50 Understanding Risk and Return in Client Goals

29:42 Exploring the Growth of Private Markets

33:41 Defining Private Markets and Their Appeal

37:48 Investor Protection in Canadian Private Markets

40:17 Legal Exposure in Private Market Investments

45:55 The Importance of Informed Consent

50:08 Common Investor Mistakes Leading to Fraud

52:57 Improving Securities Regulation in Canada

Subscribe to our Newsletter
The Personal CFO: https://www.mwadvisors.ca/newsletter-guillaume

Need Guidance? Book a private intro call today:

Book it here: https://mwadvisors.as.me/GuillaumeGirard1

Connect with Guillaume

Website: https://www.mwadvisors.ca/guillaume
Email: guillaume@mwadvisors.ca
LinkedIn: https://www.linkedin.com/in/guillaume-girard-cfa-cfp-08487170/

Connect with Matthew

Website: https://www.sotosclassactions.com/our-team/

LinkedIn: https://www.linkedin.com/in/matthewtaylor/

Email: mtaylor@sotos.ca

Keywords

Investment advice, legal claims, negligence, fiduciary duty, private markets, investor protection, financial advising, litigation, fraud, Canada

In this episode, Matt Harrison, president and co-founder of Horizon Advisors, shares insights on exit planning, building valuable businesses, and overcoming founder dependencies. Discover strategies to maximize your company's value, prepare for sale, and navigate the emotional and financial journey of business exit.

Topics Covered in this Episode

00:00 Introduction to Exit Planning and Founder Challenges

02:33 Understanding Founder Dependency and Its Impact

05:32 The Importance of Sales in Business Scalability

08:06 Overcoming Emotional Barriers in Delegation

10:45 Defining the North Star for Business Growth

13:34 Preparing for Business Sale and Valuation Insights

24:55 Understanding Business Valuation Gaps

27:24 Identifying Value Creation Opportunities

31:49 The Role of Advisors in Business Sales

35:06 Preparing for a Successful Exit

39:34 Navigating Generational Business Transitions

44:57 De-risking Business Ownership

Subscribe to our Newsletter
The Personal CFO: https://www.mwadvisors.ca/newsletter-guillaume

Need Guidance? Book a private intro call today:

Book it here: https://mwadvisors.as.me/GuillaumeGirard1

Connect with Guillaume

Website: https://www.mwadvisors.ca/guillaume
Email: guillaume@mwadvisors.ca
LinkedIn: https://www.linkedin.com/in/guillaume-girard-cfa-cfp-08487170/

Connect with Horizon Advisors
Website: https://www.withhorizon.co

Email: matt@withhorizon.co

LinkedIn: https://www.linkedin.com/in/matthewrobertharrison/

Keywords

Exit planning, business valuation, founder dependency, M&A, business growth, succession planning, EBITDA, sale process, value creation, entrepreneurship