ShortFinancial partner & Portfolio Manager Kimberley Short is your guide for all things Estate Planning.
Take a look at the article below – offering great insight into the often overlooked component of estate planning: how to address your online property and content, after you are gone.
Click the link below to read more:
Don’t Forget about Digital Assets in Your Estate Plan
If you have questions, comments or concerns regarding your Estate Planning process, or would like to get started today – contact our team at larryshort.admin@holliswealth.com or (709) 726-6991 to book an appointment.
This article 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 in this article are those of Larry Short alone and not those of HollisWealth®
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Larry Short
BComm, CPA, CGA, CIM®, CFP®, FCSI
Portfolio Manager, Executive Director, Private Client Group
HollisWealth, a division of Industrial Alliance Securities Inc.
Insurance AdvisorHollis Insurance Inc.
Author
In Short: Secrets to Make Your Dollars Grow
In Short: Successful Investing During Turbulent Times
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 HollisWealth Insurance Agency Ltd.