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(888) 725-6991 admin@shortfinancial.ca
Short Financial
iA Private Wealth

Our Team

Kimberley Short, CIM®, CFP®, FCSI®, MFA-P™, TEP

Senior Portfolio Manager, Senior Wealth Advisor
Insurance Advisor, iA Private Wealth Insurance*

Kimberley Short is a Partner at ShortFinancial and offers a unique set of qualifications and experience to better serve clients. Kimberley has an unparalleled motivation to serve client families. Her tailored advice and plans not only allow clients to realize their financial and retirement goals, but also enable them to develop enhanced personal financial literacy through the coaching and consultation she provides.

Kimberley is a Portfolio Manager, a Trust and Estate Practitioner (TEP), CERTIFIED FINANCIAL PLANNER professional (CFP®), Chartered Investment Manager (CIM®), a Master Financial Advisor – Philanthropy (MFA-P™), and a Licensed Insurance Advisor with iA Private Wealth Insurance. Kimberley serves as Portfolio Manager and has earned one of the most senior credentials in Canadian Financial services as a Fellow of the Canadian Security Institute (FCSI®). Kimberley is recognized for her ability to provide clients with trusted guidance and solutions that exceed their financial, wealth and life aspirations.  She is an advocate for financial literacy and co-authored The Last Act- Closing the Book on Your Finances with this in mind.

Kimberley was born in St. John’s and raised in St. John’s and Ottawa. Kimberley has attended the Business Schools of Memorial University, the University of Western Ontario and University of Oxford, England. Kimberley’s previous work experience spans from Toronto, to Nova Scotia to Newfoundland and includes the role of Chief Financial Officer for one of the largest charities in Newfoundland and Labrador.

Outside of work Kimberley is constant student, ready to experience new cultures and experiences the world over. She can be found surrounded by and connecting with family both near and far. She developed a love for yoga and when possible, travels to experience yoga retreats in wild and wonderful places.

iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates.

This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered.

Products and services provided by third parties, including by way of referral, are fully independent of those provided by iA Private Wealth Inc. Products offered directly through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund, subject to exception. iA Private Wealth Inc. does not warrant the quality, reliability or accuracy of the products or services of third parties. Please speak to your advisor if you have any questions.