Podcast with Kimberley Short
Financial Life After Loss of a Spouse or Partner
CPA Canada’s commitment to financial literacy for Canadians has long been one that ShortFinancial has been proud to partner in. Kimberley had the privilege of being featured as guest speaker in a recent podcast on the topic of ‘financial life after loss of a spouse or partner’. While women are often the surviving spouse, with a burden to develop rapid financial literacy during a grieving period, this podcast contains important information for all family members.
We welcome you to listen to the podcast (please see the link below) and, of course we are just a phone call away should you have any questions for us.
This information was prepared solely by Larry Short who is a registered representative of iA Private Wealth, 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 iA Private Wealth.
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
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