by admin@campfiredigitalmarketing.ca | Jun 19, 2026 | Our Insights
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...
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...
by admin@campfiredigitalmarketing.ca | Feb 5, 2015 | Estate Planning, Our Insights, Retirement, Total Client Experience, Uncategorized, Wealth Management
Many individuals are not aware that once they pass away and their will is probated, it becomes a public document that anyone can read. All anyone – and I mean anyone – has to do is pay a fee online and your will (the inventory of your assets at death, the list of...
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...
by admin@campfiredigitalmarketing.ca | Nov 8, 2012 | Estate Planning, Featured, Financial Planning, Our Insights, Portfolio Management, Retirement, Tax Planning, Total Client Experience, Uncategorized
In the 25 years that I have been in the investment advice business, I have been involved in more than a few estate settlements. I have witnessed the work of many executors and more than once had executors say to me they wished they had never taken on the job. You do...
