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

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

HollisWealth, a division of Industrial Alliance Securities Inc.

Insurance Advisor, Hollis Insurance

e: kshort@shortfinancial.ca

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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

e: curtis.porter@shortfinancial.ca

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Amanda Bishop, BBA, CIM®

Investment Advisor

HollisWealth, a division of Industrial Alliance Securities Inc.

Insurance Advisor, Hollis Insurance

e: amanda.bishop@shortfinancial.ca

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Shannon Parsons, BA (Econ)

Investment Representative

HollisWealth, a division of Industrial Alliance Securities Inc.

e: s.parsons@shortfinancial.ca

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Linda Goldsack

Executive Coordinator

HollisWealth, a division of Industrial Alliance Securities Inc.

e: linda.goldsack@shortfinancial.ca

Tiffany Tucker

Administrative Assistant

HollisWealth, a division of Industrial Alliance Securities Inc.

e: tiffany.tucker@shortfinancial.ca

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Fabian Short

Unlicensed Assistant

HollisWealth, a division of Industrial Alliance Securities Inc.

e: fabian.short@shortfinancial.ca

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Alexandra Vaughan Jackson

Unlicensed Assistant

HollisWealth, a division of Industrial Alliance Securities Inc.

e: alexandravj@shortfinancial.ca

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Carter Short

Summer Intern

HollisWealth, a division of Industrial Alliance Securities Inc.

e: carter.short@shortfinancial.ca

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®, 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

In Short: Successful Investing During Turbulent Times

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

Kimberley Short

Portfolio Manager
HollisWealth®, a division of Industrial Alliance Securities Inc.
Insurance Advisor, Hollis 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 Licenced Insurance Advisor with Hollis Insurance. Kimberley serves as Portfolio Manager, Director, Private Client Group HollisWealth 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
HollisWealth, a division of Industrial Alliance Securities Inc.

Insurance Advisor, Hollis 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 10th 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
HollisWealth, a division of Industrial Alliance Securities Inc.

Insurance Advisor, Hollis 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.