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 | 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 | Feb 2, 2015 | Investment Services, Our Insights, Retirement, Tax Planning, Total Client Experience, Uncategorized
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 definitely take advantage of. If you are a business owner or have a professional corporation, that is not the case – and...
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...
