Consultations by appointment only.
Operations | Administration Team
Contact our team for client inquiries, scheduling, transactions & other requests:
Larry Short, BComm, CPA, CGA, CIM®, CFP®, FCSI
Portfolio Manager & Executive Director, Private Client Group
Curtis Porter, BComm, BA, CIM®
Portfolio Manager, Investment Advisor
Contact Curtis for investment advice and market outlook:
Kimberley Short, CFP®, CIM®
Portfolio Manager | Insurance Advisor, HollisWealth Insurance Agency Ltd.
Contact Kimberley for financial planning and insurance solutions:
BComm, CPA, CGA, CIM®, CFP®, FCSI
Portfolio Manager, Executive Director, Private Client Group
HollisWealth, a division of Industrial Alliance Securities Inc.
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