Meeting and exceeding your financial goals is our central focus. How do we do it?
By carefully listening to your needs, then offering you sound, strategic advice, expert analysis and a careful selection of quality investments, wisely managed.
With the future of your family’s wealth and well-being at stake, it’s more important than ever to seek the experienced perspective of proven advisors – professionals who proudly adhere to the principles of honesty and integrity and who always put your needs first.
Our team has a long history of supporting Canadian clients and – along with our partners at HollisWealth – we are committed to helping you manage your wealth and protect your financial security over the long term.
How We Are Different
Advisor's Report Card
Our clients get a quarterly Report Card so that they know what we’ve been doing and how it has affected their portfolio returns.
Number of Families We Work With
Our advisor/client ratio is much lower so that client’s get the highest level of personalized service and attention.
Number of Families Serviced by Average Advisor
Short Financial has 3 Advisors working with 160 families.
BComm, CPA, CGA, CIM®, CFP®, FCSI
Portfolio Manager, Executive Director, Private Client Group
HollisWealth, a division of Industrial Alliance Securities Inc.
Hollis Insurance 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 Inc.