Larry Short, B. Comm., CPA, CGA, CIM, CFP®

Portfolio Manager, Senior Investment Advisor                                                                                                                                                                           Director, Private Client Group, iA Private Wealth                                                                                                                                                                       Insurance Advisor, iA Private Wealth Insurance

Larry Short’s wealth management practice is in its 32nd year of business and continues through ShortFinancial with iA Private Wealth in St. John’s, Newfoundland & Labrador.  Larry is a Founding Partner and Principal at ShortFinancial and has built his business through unequaled commitment to client families.  Larry has long believed in managing client portfolios with a focus and energy placed on what can change in the next three years; long enough to smooth out the noise in the market, short enough to maintain focus, and a meaningful enough period to effect change. Larry has been recognized for his outstanding client service with three national awards over his career. His tailored advice and plans not only allow clients to realize their financial and retirement goals, but also enable them to develop enhanced personal financial literacy through the coaching and consultation he provides.

Over the years, Larry has worked and achieved numerous professional designations aside from his B. Comm and CGA. Larry is a CERTIFIED FINANCIAL PLANNER® professional, a Certified Investment Manager (CIM), as well as a Portfolio Manager. Larry is a published author of In Short: Secrets to Make Your Dollars Grow (Doubleday 1998), and In Short: Successful Investing During Turbulent Times (2012).  One of Larry’s core values is his belief in the need to enhance financial literacy for all.  His approach with clients, as with authoring his books has this value in mind.  Financial planning is often too complicated and filled with jargon; he believes in providing the tools and the advice clients need to reach and maintain financial independence.

Larry Short was born and raised in Carbonear, Newfoundland and Labrador. He attended Memorial University of Newfoundland and graduated in 1981 with a Bachelor of Commerce (B.Comm) degree. In 1988 he obtained his accounting designation and began working as an Investment Advisor.  Larry’s experience and qualification have resulted in accolades from industry, wealth professional associations and client families alike. 

Outside of work Larry is an avid reader and lover of travel. He can be found surrounded by family and experiencing all that life offers whether that be all season bike rides on his ‘fat boy’ tires, working on finding balance through yoga or embracing culinary challenges.

Qualifications

  • Bachelor of Commerce (B.Comm), Memorial University of Newfoundland, 1981
  • Chartered Professional Accountant, C.G.A., Certified General Accountants Association of Canada, 1988
  • Certified Investment Manager (CIM), The Canadian Securities Institute, 1993
  • Fellow of the Canadian Securities Institute (FCSI), The Canadian Securities Institute, 1993
  • Professional Financial Planner (PFP), The Canadian Securities Institute, 1997
  • CERTIFIED FINANCIAL PLANNER®, Financial Planning Standard Council of Canada, 1998

Appointments

  • Vice President, RBC Dominion Securities, 1998-2002
  • Vice President, TD Waterhouse Private Investment Advice, 2002-2008
  • Senior Investment Advisor, Portfolio Manager &  Director, Private Client Group, iA Private Wealth, 2008 to present

Registered Offices:

• St. John's

• Toronto

Telephone:

(709) 726-6991

(888) 725-6991 (toll-free)

Email:

larryshort.admin@shortfinancial.ca

Larry Short

B. Comm, CPA, CGA, CIM, CFP®

Portfolio Manager,  Senior Invesment Advisor       

Director, Private Client Group 

Insurance Advisor, iA Private Wealth Insurance

Author

In Short: Secrets to Make Your Dollars Grow

iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates.

This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. ShortFinancial can open accounts only in the provinces where they are registered.