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June 19, 2026
The First Thing That Happens When The Boss Gets Sick
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 soun...
Read More
June 2, 2026
11½ questions to ask your potential investment advisor
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...
Read More
February 24, 2023
A message to our ShortFinancial clients – 2023 Tax Preparation
  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. Th...
Read More
November 10, 2021
What do I do after the loss of a spouse or partner?
CPA Canada’s commitment to financial literacy for Canadians has long been one
Read More
February 1, 2021
Investment Accounts: TFSAs vs RRSPs
We know that there is quite a bit of alphabet-soup type jargon in the world of personal finance
Read More
December 15, 2020
Celebrating Excellence at ShortFinancial
We are pleased to inform you that Kimberley Short, Partner at ShortFinancial, has passed the formal educational and experience requirements to earn th...
Read More
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June 19, 2026
The First Thing That Happens When The Boss Gets Sick
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 soun...
Read More
September 27, 2018
The Missing Digital Pieces of Estate Planning
ShortFinancial partner & Portfolio Manager Kimberley Short recommends that you take a look at this article, offering great insight into the often ...
Read More
February 5, 2015
Your Will Is Not A Private Document
Many individuals are not aware that once they pass away and their will is probated, it becomes a public document that anyone can read.
Read More
February 4, 2015
The First Thing That Happens When The Boss Gets Sick
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.
Read More
November 8, 2012
Why not to be an executor
In the 25 years that I have been in the investment advice business, I have been involved in more than a few estate settlements.
Read More
June 2, 2026
11½ questions to ask your potential investment advisor
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...
Read More
November 10, 2021
What do I do after the loss of a spouse or partner?
CPA Canada’s commitment to financial literacy for Canadians has long been one
Read More
February 1, 2021
Investment Accounts: TFSAs vs RRSPs
We know that there is quite a bit of alphabet-soup type jargon in the world of personal finance
Read More
December 17, 2018
An Emoji Guide to Investing
Stop spending money you don't have,' warns financial advisor Larry Short
Read More
September 27, 2018
The Missing Digital Pieces of Estate Planning
ShortFinancial partner & Portfolio Manager Kimberley Short recommends that you take a look at this article, offering great insight into the often ...
Read More
February 6, 2015
What are the three types of investment advisor?
It’s important to know that the term ‘financial advisor’ or ‘investment advisor’ can encompass a very wide range of talent and knowledge.
Read More
Prev 1 2 Next
February 24, 2023
A message to our ShortFinancial clients – 2023 Tax Preparation
  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. Th...
Read More
November 10, 2021
What do I do after the loss of a spouse or partner?
CPA Canada’s commitment to financial literacy for Canadians has long been one
Read More
February 1, 2021
Investment Accounts: TFSAs vs RRSPs
We know that there is quite a bit of alphabet-soup type jargon in the world of personal finance
Read More
February 2, 2015
Own a Business or a Professional Corporation? You May Not Want to Contribute to An RRSP
It’s that time of year again – radio, newspaper, and television ads are actively promoting the RRSP as the ‘be-all retirement tool’ that you should de...
Read More
November 8, 2012
Why not to be an executor
In the 25 years that I have been in the investment advice business, I have been involved in more than a few estate settlements.
Read More
November 10, 2021
What do I do after the loss of a spouse or partner?
CPA Canada’s commitment to financial literacy for Canadians has long been one
Read More
February 1, 2021
Investment Accounts: TFSAs vs RRSPs
We know that there is quite a bit of alphabet-soup type jargon in the world of personal finance
Read More
February 5, 2015
Your Will Is Not A Private Document
Many individuals are not aware that once they pass away and their will is probated, it becomes a public document that anyone can read.
Read More
February 4, 2015
The First Thing That Happens When The Boss Gets Sick
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.
Read More
February 2, 2015
Own a Business or a Professional Corporation? You May Not Want to Contribute to An RRSP
It’s that time of year again – radio, newspaper, and television ads are actively promoting the RRSP as the ‘be-all retirement tool’ that you should de...
Read More
November 8, 2012
Why not to be an executor
In the 25 years that I have been in the investment advice business, I have been involved in more than a few estate settlements.
Read More
November 10, 2021
What do I do after the loss of a spouse or partner?
CPA Canada’s commitment to financial literacy for Canadians has long been one
Read More
February 1, 2021
Investment Accounts: TFSAs vs RRSPs
We know that there is quite a bit of alphabet-soup type jargon in the world of personal finance
Read More
November 3, 2015
Where are you on your Investment Advisor’s call list
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.
Read More
February 6, 2015
What are the three types of investment advisor?
It’s important to know that the term ‘financial advisor’ or ‘investment advisor’ can encompass a very wide range of talent and knowledge.
Read More
February 2, 2015
Own a Business or a Professional Corporation? You May Not Want to Contribute to An RRSP
It’s that time of year again – radio, newspaper, and television ads are actively promoting the RRSP as the ‘be-all retirement tool’ that you should de...
Read More
September 4, 2012
Why Fundamentals Are Important…Or Not
In a BNN interview in August 2012, I was asked why I thought that the stock markets would move up
Read More
Prev 1 2 3 Next
December 15, 2020
Celebrating Excellence at ShortFinancial
We are pleased to inform you that Kimberley Short, Partner at ShortFinancial, has passed the formal educational and experience requirements to earn th...
Read More
February 5, 2015
Your Will Is Not A Private Document
Many individuals are not aware that once they pass away and their will is probated, it becomes a public document that anyone can read.
Read More
February 4, 2015
The First Thing That Happens When The Boss Gets Sick
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.
Read More
July 11, 2012
When to Buy
It is hard to find anyone optimistic about the stock market anywhere these days.
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June 22, 2012
When to Sell
Over the years I have met many investors who have one major complaint “My advisor has never, ever told me to sell.”
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June 13, 2012
The Horse Race Investment Methodology
Most investors (and their advisors) follow the Horse Race Methodology (HRM) in investment selection and it is incredibly difficult not to.
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