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 | Feb 1, 2021 | Financial Planning, Investment Services, Our Insights, Portfolio Management, Retirement, Tax Planning, Uncategorized
We know that there is quite a bit of alphabet-soup type jargon in the world of personal finance. Here’s a little bit about two types of investment accounts: the Registered Retirement Savings Account (RRSP) & the Tax-Free Savings Account (TFSA). Contributing to an...
by admin@campfiredigitalmarketing.ca | Dec 15, 2020 | Our Insights, Portfolio Management, Special Reports and Newsletters, Total Client Experience, Uncategorized, Wealth Management
There is wealth in knowledge. We are pleased to inform you that Kimberley Short, Partner at ShortFinancial, has passed the formal educational and experience requirements to earn the following prestigious designations during 2020: 1) Trust and Estate Practitioner (TEP)...
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 4, 2015 | Estate Planning, Financial Planning, Our Insights, Portfolio Management, Retirement, Uncategorized, Wealth Management
I am often told by business owners that if they become sick or disabled, their spouse will step in to run the business until it can be sold. This sounds like a logical succession plan when discussed rationally in a comfortable office as part of an overall retirement...
