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®, 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, 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, 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, BBA, CIM®
Investment Advisor
HollisWealth, a division of Industrial Alliance Securities Inc.
Insurance Advisor, Hollis Insurance
Shannon Parsons, BA (Econ)
Investment Representative
HollisWealth, a division of Industrial Alliance Securities Inc.
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
Unlicensed Assistant
HollisWealth, a division of Industrial Alliance Securities Inc.
Myles Clayton
Unlicensed Assistant
HollisWealth, a division of Industrial Alliance Securities Inc.
Alexandra Vaughan Jackson
Unlicensed Assistant
HollisWealth, a division of Industrial Alliance Securities Inc.
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:
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