by admin@campfiredigitalmarketing.ca | Jun 8, 2023 | Estate Planning, Featured, News & Media, Our Insights, Retirement, Uncategorized, Video
Kimberley & Larry are pleased to share with you a web presentation of The Last Act, Closing the Book on Your Finances. The Last Act is an essential guide for every person to better understand the process of writing a Will, using Trusts and Settling an Estate. What...
by admin@campfiredigitalmarketing.ca | Feb 24, 2023 | Estate Planning, Featured, News & Media, Our Insights, Uncategorized, Wealth Management
“What happens to your business if the worst happens to you?” atlantic Business profiles an interview with Kimberley Short and Larry Short by Ashley Fitzpatrick – February 16th, 2023 ‘What’s sure to happen to every business owner and...
by admin@campfiredigitalmarketing.ca | Dec 14, 2021 | Featured, Our Insights, Portfolio Management, Total Client Experience, Uncategorized
Choosing an investment advisor is a big decision, and it’s important to do your due diligence before making a commitment. Not only do you want someone skilled and experienced, you should look for a good personal fit in terms of shared goals and clear communication. A...
by admin@campfiredigitalmarketing.ca | Nov 10, 2021 | Audio, Featured, Financial Planning, Investment Services, Our Insights, Portfolio Management, Retirement, Tax Planning, Uncategorized
The loss of a loved one is devastating and can take a toll on a person physically, mentally, and financially—and, these losses often occur to women as they typically live longer than men. The surviving spouse often faces the added burden of developing rapid financial...
by admin@campfiredigitalmarketing.ca | Nov 3, 2015 | Featured, Investment Services, Our Insights, Portfolio Management, Total Client Experience, Uncategorized
Zoning in on your Investment Advisor’s Call List? Are you Zone 1 or Zone 5? A Call List is your advisor’s clients sorted in order of priority of who they call when they need to make a change in investments. Generally, like boarding an airplane, Investment Advisors...
by admin@campfiredigitalmarketing.ca | Feb 6, 2015 | Featured, Financial Planning, Investment Services, Our Insights, Total Client Experience, Uncategorized
It’s important to understand that terms like ‘financial advisor,’ ‘investment advisor’ and ‘portfolio manager’ mean different things and encompass a wide range of skills and knowledge. Far too many investors in Canada are unaware that there are several different types...
