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 2020 photo

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

Portfolio Manager

​Senior Investment Advisor

Executive Director, Private Client Group

HollisWealth, a division of Industrial Alliance Securities Inc.

Insurance Advisor, Hollis Insurance

Kimberley Short 2020

Kimberley Short, CIM®, CFP®, FCSI®

Portfolio Manager

Investment Advisor

Director, Private Client Group

HollisWealth, a division of Industrial Alliance Securities Inc.

Insurance Advisor, Hollis Insurance

Curtis Porter 2020

Curtis Porter, B. Comm (Co-Op), CIM®

Portfolio Manager

Investment Advisor

​Director, Private Client Group

HollisWealth, a division of Industrial Alliance Securities Inc.

Insurance Advisor, Hollis Insurance

Amanda Bishop 2020

Amanda Bishop, BBA, CIM®

Investment Advisor

HollisWealth, a division of Industrial Alliance Securities Inc.

Insurance Advisor, Hollis Insurance

Shannon Parsons 2020

Shannon Parsons, BA (Econ)

Investment Representative

HollisWealth, a division of Industrial Alliance Securities Inc.

Linda Goldsack - Short Financial

Linda Goldsack

Executive Coordinator

HollisWealth, a division of Industrial Alliance Securities Inc.

Tiffany Tucker

Administrative Assistant

HollisWealth, a division of Industrial Alliance Securities Inc.

Fabian Short - Short Financial

​Fabian Short

​Unlicensed Assistant

HollisWealth, a division of Industrial Alliance Securities Inc.

Myles Clayton - Short Financial

​Myles Clayton

​Unlicensed Assistant

HollisWealth, a division of Industrial Alliance Securities Inc.

Alexandra Vaughan Jackson | Short FInancial

Alexandra Vaughan Jackson

Unlicensed Assistant

HollisWealth, a division of Industrial Alliance Securities Inc.

Carter Short - Short Financial

Carter Short

Summer Intern

HollisWealth, a division of Industrial Alliance Securities Inc.


Registered Offices:

• St. John's

• Toronto

Telephone:

(709) 726-6991

(888) 725-6991 (toll-free)

Email:

larryshort.admin@holliswealth.com

Larry Short

B. Comm, CPA, CGA, CIM, CFP®, FCSI®

Portfolio Manager, Executive Director, Private Client Group

HollisWealth, a division of Industrial Alliance Securities Inc.

Insurance Advisor, Hollis Insurance

Author

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