SINCE 2008
Meet Our Team
The ShortFinancial team was founded in 2008 by partners Larry, Kimberley and Curtis.
From investment and insurance* advice to tax and estate planning, our highly skilled team — along with our network of professional partners — provides comprehensive financial guidance.
While many advisors talk about financial planning, our process covers 43 different planning topics to help us understand your full financial picture and create a plan tailored to you. We do not stop at recommendations — we help you implement the plan and report back regularly, so you always know where things stand.
We will not just tell you what to do. We will help you do it.
We will always answer the phone during office hours — we hate voicemail, too.
Call us at (709) 726-6991 or toll-free at 1 (888) 725-6991, or email us at admin@shortfinancial.ca to book your consultation.
Larry Short
B. Comm., CPA, CIM, CFP®, FCSI®
Senior Portfolio Manager, Senior Wealth Advisor
Insurance Advisor, iA Private Wealth Insurance*
Kimberley Short
CIM®, CFP®, FCSI®, MFA-P™, TEP
Senior Portfolio Manager, Senior Wealth Advisor
Insurance Advisor, iA Private Wealth Insurance*
Curtis Porter
B. Comm (Co-Op), CIM®
Senior Portfolio Manager, Senior Wealth Advisor
Insurance Advisor, iA Private Wealth Insurance*
Operations & Admin Team
Pavan Khaira
Associate Investment Advisor, Business Operations Manager
Shannon Parsons
Licensed Assistant, Client Service Associate
Alexandra Vaughan-Jackson
Licensed Assistant, Client Service Associate
Tiffany Tucker
Licensed Assistant, Client Service Associate
Lori Payne
Administrative Assistant
Fabian Short
Licensed Assistant
Jessica Dumont
Receptionist
Jyothy Saha
Licensed Assistant, Client Services Associate
