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 | 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 | Jul 11, 2012 | Financial Planning, Investment Services, Our Insights, Portfolio Management, Special Reports and Newsletters, Uncategorized, Wealth Management
FINDING THE POINT OF MAXIMUM PESSIMISM It is hard to find anyone optimistic about the stock market anywhere these days. By “anywhere” I mean find an optimist anywhere who is optimistic about any stock market anywhere. What we do have are plenty of stock market...
by admin@campfiredigitalmarketing.ca | Jun 22, 2012 | Financial Planning, Investment Services, Our Insights, Portfolio Management, Special Reports and Newsletters, Uncategorized, Wealth Management
Over the years I have met many investors who have one major complaint “My advisor has never, ever told me to sell.” Many investors feel that, indeed, “sell” is not in their advisor’s vocabulary. Our industry is well known for preaching a buy and hold strategy. These...
