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.

ShortFinancial, HollisWealth® is a division of Industrial Alliance Securities Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization