ShortFinancial Team

Our Team

From investment and insurance advice to tax, legal and estate planning assistance, our highly skilled team – and professional partners – are among the best in the industry. And we are committed to working with you to provide unsurpassed financial guidance through tailored wealth management solutions.

Consultations by appointment. Call us at (709) 726-6991 or toll-free (888) 725-6991.

Larry Short, B. Comm, CPA, CGA, CIM, CFP®

Portfolio Manager

Senior Investment Advisor

Director, Private Client Group

Insurance Advisor, iA Private Wealth Insurance

e: larry.short@shortfinancial.ca

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

Portfolio Manager

Investment Advisor

Director, Private Client Group

Insurance Advisor, iA Private Wealth Insurance

e: kshort@shortfinancial.ca

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Curtis Porter, B. Comm (Co-Op), CIM®

Portfolio Manager

Investment Advisor

Director, Private Client Group

Insurance Advisor, iA Private Wealth Insurance

e: curtis.porter@shortfinancial.ca

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Amanda Bishop, BBA, CIM®

Investment Advisor

Insurance Advisor, iA Private Wealth Insurance

e: amanda.bishop@shortfinancial.ca

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Shannon Parsons, BA (Econ)

Branch Administrator &

Licensed Assistant

e: s.parsons@shortfinancial.ca

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Linda Goldsack

Executive Coordinator

e: linda.goldsack@shortfinancial.ca

Tiffany Tucker

Administrative Assistant

e: tiffany.tucker@shortfinancial.ca

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Fabian Short

Unlicensed Assistant

e: fabian.short@shortfinancial.ca

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Alexandra Vaughan Jackson

Unlicensed Assistant

e: alexandravj@shortfinancial.ca

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Registered Offices:

• St. John's

• Toronto

Telephone:

(709) 726-6991

(888) 725-6991 (toll-free)

Email:

larryshort.admin@shortfinancial.ca

Larry Short

B. Comm, CPA, CGA, CIM, CFP®

Portfolio Manager, Senior Invesment Advisor

Director, Private Client Group

Insurance Advisor, iA Private Wealth Insurance

Author

In Short: Secrets to Make Your Dollars Grow

In Short: Successful Investing During Turbulent Times

This information has been prepared by Larry Short who is a Portfolio Manager, Senior Investment Advisor, & Director, Private Client Group, for iA Private Wealth Inc. and does not necessarily reflect the opinion of iA Private Wealth. The information contained in this presentation comes from sources we believe 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 of the securities mentioned. The information contained herein may not apply to all types of investors.

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

Insurance products are provided through iA Private Wealth Insurance, which is a trade name of PPI Management Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.

Kimberley Short

Portfolio Manager
ShortFinancial with iA Private Wealth
Insurance Advisor, iA Private Wealth Insurance

Kimberly Short is a Principal at ShortFinancial, with a unique set of qualifications and experience to better serve clients. Kimberley is a Portfolio Manager, a Trust and Estate Practitioner (TEP), CERTIFIED FINANCIAL PLANNER (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, Director, Private Client Group iA Private Wealth 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. Kimberley’s previous work experience includes the role of Chief Financial Officer for one of the largest charities in Newfoundland and Labrador.

Kimberley has attended the Business Schools of Memorial University, the University of Western Ontario and University of Oxford, England.

Curtis Porter

Portfolio Manager, Investment Advisor
ShortFinancial with iA Private Wealth

Insurance Advisor, iA Private Wealth Insurance

Curtis Porter has a Bachelor of Commerce (Co-op) with a major in finance as well as a Bachelor of Arts from Memorial University. Curtis is also a Portfolio Manager and licensed in insurance products. Curtis is now in his 15th year in the business with the team after spending some time with a previous firm. Curtis specializes in research and trading in our practice.

Amanda Bishop

Investment Advisor
ShortFinancial with iA Private Wealth

Insurance Advisor, iA Private Wealth Insurance

Amanda Bishop has been employed in the industry for ten years, gaining valuable experience and familiarity with clients. In addition to her work experience, Amanda is a graduate of Memorial University with a degree in Business Administration. Since becoming a team member, Amanda has successfully completed a number of industry related courses. She recently obtained her Chartered Investment Manager (CIM) designation.