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®, FCSI®
Portfolio Manager, Executive Director, Private Client Group
HollisWealth, a division of Industrial Alliance Securities Inc.
Insurance Advisor, Hollis Insurance
In Short: Secrets to Make Your Dollars Grow
HollisWealth® is 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). iA Securities is a trade name and business name under which Industrial Alliance Securities Inc. operates. This information has been prepared by Larry Short, Portfolio Manager for HollisWealth®, a division of iA Securities, and does not necessarily reflect the opinion of iA Securities. The information contained in this document comes from sources we believe to be reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any the securities mentioned. The information contained herein may not apply to all types of investors. The Portfolio Manager can open accounts only in the provinces where he is registered. For more information about HollisWealth®, please consult the official website at www.holliswealth.com . ShortFinancial is a personal trade name of Larry Short.
Insurance products are provided by Hollis Insurance