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Short Financial
iA Private Wealth

Latest News

BNN Bloomberg – Kimberley & Larry Short join Jacqueline Hansen to discuss estate planning and wills.

Larry and Kimberley Short co-authors of ‘The Last Act’ on BNN Bloomberg-The Close – Feb 6th 2024

February 13, 2024

Photo of Larry and Kimberly

BNN Bloomberg – Larry and Kimberley Short, co-authors of ‘The Last Act’ join Jacqueline Hansen, host of The Close to discuss Estate planning.

Larry and Kimberley Short, portfolio managers and senior wealth advisors at ShortFinancial with iA Private Wealth and co-authors of “The Last Act”, joins BNN Bloomberg for Your Money Month educational segment on importance of wills and estate planning.  Click to watch and hear about:

Writing a will and who can help, selecting a power of attorney and why this is so important and how to get started with your estate planning.

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What do I do after the loss of a spouse or partner?

You’re not alone

November 10, 2021

Kimberley Short with a client

The loss of a loved one is devastating and can take a toll on a person physically, mentally, and financially—and, these losses often occur to women as they typically live longer than men. The surviving spouse often faces the added burden of developing rapid financial literacy during a period of grief. In order to explore this topic further and address the specific financial needs of women after a loss, Kimberly Short was featured on the Mastering Money podcast by CPA Canada.

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