by admin@campfiredigitalmarketing.ca | Jan 11, 2024 | News & Media, Tax Planning, Total Client Experience, Uncategorized, Wealth Management
A Reminder about RRSPs and TFSAs It is the start of the new year, but we are coming up to the contribution deadline for your Registered Retirement Savings Plans (RRSP) for the 2023 tax year. The deadline to make a contribution to offset 2023 taxable income is...
by admin@campfiredigitalmarketing.ca | Mar 23, 2023 | Market Update, Total Client Experience, Uncategorized, Video
The First Quarter 2023 Market Update Themes are: Fast moving market -This is the 6th version of this update Why we hold the stocks we do and our outlook The 2022 Stock Market Inflation, Interest Rates & the Banking Sector If you like this video, make sure you...
by admin@campfiredigitalmarketing.ca | Feb 24, 2023 | Total Client Experience, Uncategorized
Good afternoon, As we near the last days of February, we wanted to reach out to provide guidance for your tax return preparations this year. The ShortFinancial team strives to provide you with the right support that can help to make this as easy as possible....
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 | 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 | Sep 27, 2018 | Estate Planning, Financial Planning, Total Client Experience, Uncategorized
ShortFinancial partner & Portfolio Manager Kimberley Short recommends that you take a look at this article, offering great insight into the often overlooked component of estate planning: how to address your online property and content, after you are gone. Click...
