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 has an unparalleled motivation to serve client families. Her tailored advice and plans not only allow clients to realize their financial goals, but also mentors them on personal finance as part of their service plan.

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. She is a Portfolio Manager and, as a Fellow of the Canadian Security Institute (FCSI®), the most prestigious designation in the industry, is recognized for her ability to provide clients with trusted guidance and solutions.

She is passionate about financial literacy and was contracted by the Chartered Professional Association of Canada (CPA Canada) to co-author their official publication on estate planning 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 and attended the business schools of Memorial University, the University of Western Ontario and University of Oxford, England. In addition to the 20 years in the industry, 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 a 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.