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 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...
