The Short Financial 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.
Larry Short
Portfolio Manager, Executive Director, Private Client Group
HollisWealth, a division of Industrial Alliance Securities Inc.
Insurance Advisor
Hollis Insurance Inc.
Larry Short was born and raised in Carbonear, Newfoundland and Labrador. He attended Memorial University of Newfoundland and graduated in 1981 with a Bachelor of Commerce (B.Comm) degree and obtained his accounting designation in 1988.
In 1988 he also began working as an Investment Advisor.
Over the years, Larry has worked and achieved numerous professional designations [read more]
Contact Larry:
Email: larry.short@holliswealth.com
Tel: 709-726-6991 or 1-888-725-6991 (toll-free)
Kimberley Short
Portfolio Manager
HollisWealth, a division of Industrial Alliance Securities Inc.
Insurance Advisor
Hollis Insurance Inc.
Kimberley Short attended both Memorial University’s and the University of Western Ontarios’ Schools of Business. Kimberley is an Investment Advisor, is insurance licensed, and has successfully completed her Certified Financial Planning designation (CFP). Kimberley’s previous work experience included being the Chief Financial Officer and Director of Development for one of the largest charities in Newfoundland and Labrador. She was also a finance committee member that managed a large endowment fund for a hospital in Toronto. Kimberley specializes in financial and insurance planning in our practice.
Email: kimberley.short@holliswealth.com
Tel: 709-726-6991 or 1-888-725-6991 (toll-free)
Curtis Porter
Portfolio Manager, Investment Advisor
HollisWealth, a division of Industrial Alliance Securities Inc.
Insurance Advisor
Hollis Insurance Inc.
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.
Email: curtis.porter@holliswealth.com
Tel: 709-726-6991 or 1-888-725-6991 (toll-free)
Amanda Bishop
Investment Advisor
HollisWealth, a division of Industrial Alliance Securities Inc.
Insurance Advisor
Hollis Insurance Inc.
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.
Email: amanda.bishop@holliswealth.com
Tel: 709-726-6991 or 1-888-725-6991 (toll-free)
Shannon Parsons
Licensed Assistant
HollisWealth, a division of Industrial Alliance Securities Inc.
Shannon Parsons obtained a Bachelor’s degree in Economics and Business from Memorial University in 1998 and has worked in the financial services industry since graduating. She has worked in various capacities over the years and has successfully completed a number of industry related courses and is a licensed Investment Representative.
Email: s.parsons@holliswealth.com
Tel: 709-726-6991 or 1-888-725-6991 (toll-free)
Lisa Cook
Branch Administrator
Lisa Cook holds a Bachelor of Commerce (Co-operative) from Memorial University of Newfoundland. Subsequent to graduating, she moved to London, UK, where she was worked in client relations for a specialist investment management company. Lisa successfully completed the Investment Management Certificate Program with the CFA Society of the UK. She specializes in compliance, office management and client services.
Email: lisa.cook@holliswealth.com
Tel: 709-726-6991 or 1-888-725-6991 (toll-free)
Vanessa Kearsey
Administrative Assistant
Vanessa Kearsey is a graduate of Memorial University of Newfoundland’s Bachelor of Arts Program. She holds a double major with a focus in Communications and English. She specializes in Client Relations, Marketing, Social Media Management and has authored extensive work published in The Muse, Memorial’s Student Newspaper. She joined our team in June 2017.
Email: vanessa.kearsey@holliswealth.com
Tel: 709-726-6991 or 1-888-725-6991 (toll-free)
Nicole Ball
Administrative Assistant
Nicole Ball attended College of the North Atlantic’s three year Business Management Program with a focus in accounting. Nicole works diligently in our back office preparing client paperwork. She joined our team in July 2017.
Email: nicole.ball@holliswealth.com
Tel: 709-726-6991 or 1-888-725-6991 (toll-free)
Registered Offices:
• St. John's
• Toronto
Telephone:
(709) 726-6991
(888) 725-6991 (toll-free)
Email:
larryshort.admin@holliswealth.com
Larry Short
BComm, CPA, CGA, CIM®, CFP®, FCSI
Portfolio Manager, Executive Director, Private Client Group
HollisWealth, a division of Industrial Alliance Securities Inc.
Insurance Advisor
Hollis Insurance Inc.
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 Inc.