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) – This is the premier international
designation certifying advanced understanding in the trust and estate field,
providing our clients with expertise for review of will, trust and estate documents.
2) Master Financial Advisor – Philanthropy (MFA-P™), - This certifies the holder
has expert knowledge in charitable giving to maximize tax reduction strategies
while ensuring the intended beneficiaries receive maximum benefits.
3) Algorithmic Trading Certificate - University of Oxford, England- This is
testament the holder is proficient in leading edge knowledge in algorithmic
trading. This enables ShortFinancial to stay at the head of the pack with emerging
technologies and systematic trading to enhance managed portfolios.
Adding these designations to our existing knowledge bank means that, as Portfolio
Managers held to the fiduciary standard, ShortFinancial’s team now collectively possess
the following designations to advise their clients in all financial matters:
Chartered Professional Accountant (CPA),Trust and Estate Practitioner (TEP),Certified
Financial Planner (CFP®), Master Financial Advisor - Philanthropy (MFA-P™), Certified
Investment Manager (CIM), Chartered Investment Manager (CIM®), Fellow of the
Canadian Security Institute (FCSI®) and Insurance Advisor.
HollisWealth® is a division of Industrial Alliance Securities Inc.,
a member of the Canadian Investor Protection Fund
and the Investment Industry Regulatory Organization
This information was prepared solely by Larry Short who is a registered representative of HollisWealth®, a division of Industrial Alliance Securities Inc. (iA Securities), a member of the Canadian Investor Protection Fund (CIPF) and the Investment Industry Regulatory Organization of Canada (IIROC).The views and opinions, including any recommendations, expressed are those of Larry Short alone and not those of HollisWealth®
B. Comm, CPA, CGA, CIM, CFP®
Portfolio Manager, Senior Invesment Advisor
Director, Private Client Group
Insurance Advisor, iA Private Wealth Insurance
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.