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...
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...
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...
