Proven Methodology and Proficiency Delivered with Authentic Client Care
Simplifying Your Financial Life
We Are Different
The ShortFinancial team was founded in 2008 by partners Larry, Kimberley and Curtis.
How We Help
ShortFinancial provides the tools and solutions you need to reach and maintain your financial independence.
Library
We offer coaching, consultation and wealth management resources to improve your financial literacy.
More than advisors, we are your trusted counsel for life.
WHAT WE DO
Simplifying Your Financial Life
We are committed to providing financial services through tailored wealth management solutions. Focusing on what you can change in the next three years, we filter out the distraction and enable you to make a meaningful difference to your future. Our coaching will enhance your financial literacy and bring clarity to complex financial situations.
Tools & Solutions
Our Services
Investment Management
Estate & Trust Planning
Retirement Planning
Education Savings
Insurance* Coordination & Planning
Business Structure, Strategies & Succession
Tax Reduction Strategies
Personal Financial Literacy
Real Estate
FOR ACCOUNTANTS ONLY
CPA Client Advantage Program
WHO WE ARE
Our Partners
From investment and insurance* advice to tax and estate planning, our highly skilled team – and professional partners – are among the best in the industry.
We are committed to working with you to provide unsurpassed financial guidance. We will always answer the phone during office hours (we hate voicemail too).
Larry Short
B. Comm., CPA, CIM, CFP®, FCSI®
Senior Portfolio Manager, Senior Wealth Advisor
Insurance Advisor, iA Private Wealth Insurance*
Kimberley Short
CIM®, CFP®, FCSI®, MFA-P™, TEP
Senior Portfolio Manager, Senior Wealth Advisor
Insurance Advisor, iA Private Wealth Insurance*
Curtis Porter
B. Comm (Co-Op), CIM®
Senior Portfolio Manager, Senior Wealth Advisor
Insurance Advisor, iA Private Wealth Insurance*
Financial Literacy
ShortFinancial is pleased to offer coaching, consultation and wealth management resources to improve your financial literacy and build upon your success.
Top Insights
The First Thing That Happens When The Boss Gets Sick
What happens to your business if the worst happens to you? Atlantic Business – Interview
11½ questions to ask your potential investment advisor
Kimberley & Larry Short
