Kimberley Short

  CIM®, CFP®, FCSI®, MFA-P™, TEP                                                                            Portfolio Manager, Investment Advisor
  Director, Private Client Group, iA Private Wealth                                          
  Insurance Advisor, iA Private Wealth Insurance                                     ShortFinancial with iA Private Wealth

Kimberly Short is a Principal at ShortFinancial and offers a unique set of qualifications and experience to better serve clients. Kimberley has an unparalleled motivation to serve client families.  Her tailored advice and plans not only allow clients to realize their financial and retirement goals, but also enable them to develop enhanced personal financial literacy through the coaching and consultation she provides.

Kimberley is a Portfolio Manager, a Trust and Estate Practitioner (TEP), CERTIFIED FINANCIAL PLANNER professional (CFP®), Chartered Investment Manager (CIM®), a Master Financial Advisor – Philanthropy (MFA-P™), and a Licenced Insurance Advisor with iA Private Wealth Insurance. Kimberley serves as Portfolio Manager, Director, Private Client Group 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 was born in St. John’s and raised in St. John’s and Ottawa.  Kimberley has attended the Business Schools of Memorial University, the University of Western Ontario and University of Oxford, England. Kimberley’s previous work experience spans from to Toronto, to Nova Scotia to Newfoundland and includes the role of Chief Financial Officer for one of the largest charities in Newfoundland and Labrador.

Outside of work Kimberley is constant student, ready to experience new cultures and experiences the world over.  She can be found surrounded by and connecting with family both near and far.  She developed a love for yoga and when possible, travels to experience yoga retreats in wild and wonderful places.

Amanda Bishop

Investment Advisor
ShortFinancial with iA Private Wealth
Phone: (709) 726-6991

Email: amanda.bishop@shortfinancial.ca

Amanda is a tremendous resource to our client families with in-depth knowledge of the industry and is the resident expert in providing answers to many client queries on transactions and tax slips.  Amanda also provides securities research to our Portfolio Management team and is instrumental in implementing trades and transactions in our model portfolios.  

Amanda has over thirteen years of direct industry experience, gaining valuable knowledge and familiarity with clients. Amanda has a passion for helping clients and an enthusiasm for understanding markets.

Amanda is a licenced Investment Advisor, has achieved her Life Insurance license and recently obtained her Chartered Investment Manager (CIM) designation.  A graduate of Memorial University with a degree in Business Administration, Amanda is dedicated to continued education. She believes that the pursuit of knowledge in the financial industry benefits her ability to better serve clients.

Outside of work, Amanda enjoys the art of photography, travel, and spending time with her 2 fur-babies.

Tiffany Tucker

Administrative Assistant
ShortFinancial with iA Private Wealth

Phone: (709) 726-6991                                                                                                            Email: tiffany.tucker@shortfinancial.ca

Tiffany is our clients’ first point of contact at ShortFinancial.  She is instrumental in drafting account documentation to open and maintain client accounts. Tiffany will assist in connecting clients with the right team member and during times when virtual meetings are needed, will support any technical needs with setting up and connecting to a ‘GoTo’ meeting via computer and in accessing accounts online. 

Tiffany joined the ShortFinancial team at the start of 2020, bringing with her over 10 years of sales and customer service experience.  During her career she has developed the ability to build and service successful client relationships; she enjoys being able to help clients and find solutions for each unique situation.  Tiffany graduated from Memorial University of Newfoundland with a Bachelor of Arts, majoring in Archaeology, and minoring in Psychology. 

Tiffany is an avid reader and lover of foreign films – which developed a love for languages – Korean, Japanese, and Spanish.  

Alexandra Vaughan Jackson

Administrative  Assistant
ShortFinancial with iA Private Wealth

Phone: (709) 726-6991                                                                                                            Email: alexandravj@shortfinancial.ca

Alex is available to serve ShortFinancial clients when it comes to scheduling meetings or calls.  She is also the lead on preparing financial reports and meeting preparation to efficiently deliver client service.  Alex can also assist clients with any question regarding online access through MyPortfolio+ or the new iA Client Portal.

Alex has over five years of customer service experience working in the St John’s Tourism Industry.  Alex joined the team at ShortFinancial at the start of 2020 and brought with her a love of working with clients and making a difference in their day. Alex graduated from Memorial University of Newfoundland with a Bachelor of Commerce (Co-op) and a Bachelor of Arts in Classics (Ancient Greek and Roman history & society).  

Alex is a dedicated volunteer and member of the Board of Director’s at Allied Youth NL and enjoys playing soccer and reading historical fiction and sci-fi fantasy novels in her spare time.