Home


Simplifying Your Financial Life


We provide the solutions you need to reach and maintain your financial independence. Our team is licensed and accredited to advise you on investments, insurance, tax, and estate planning to help preserve your future.

We are committed to providing financial services through tailored wealth management solutions. Focusing on what you can change in the next three years, we filter out the distraction and enable you to make a meaningful difference to your future. Our coaching will enhance your financial literacy and bring clarity to complex financial situations.

Contact Our Office

Meet Our Team

The ShortFinancial team, with iA Private Wealth, was founded in 2008 by partners Larry, Kimberley & Curtis, in 2022 they welcomed Nancy as a partner.

From investment and insurance advice to tax and estate planning, our highly skilled team – and professional partners – are among the best in the industry.

We are committed to working with you to provide unsurpassed financial guidance. We will always answer the phone during office hours (we hate voicemail too).

Meet Our Team

Top Insights


Kimberley & Larry Short

Web Presentation of The Last Act - Closing the Book on Your Finances

Kimberley & Larry are pleased to share with you a web presentation of The Last Act, Closing the…

Read More

ShortFinancial has prepared 11 ½ questions that you should ask when interviewing your investment advisor.

Choosing an investment advisor is a big decision, and it’s important to do your due diligence before making a commitment…

Read More

A Call List is your advisor’s clients sorted in order of priority of who they call when they need to make a change in investments.

Zoning in on your Investment Advisor’s Call List? Are you Zone 1 or Zone 5? A Call List is your advisor’s clients sorted in order…

Read More

Media Inquiries


For speaking engagements, seminars, commentary, interviews, podcast guest bookings, or related inquiries, please contact the ShortFinancial team at 1 (888) 725-6991 or Admin@shortfinancial.ca.

Larry Short is a frequent guest on many local and national broadcast outlets providing his insight, commentary, and expert opinions. He is a sought-after presenter on all matters of financial planning, investing, and enhancing financial literacy.

Larry is a published author of two other books: In Short: Secrets to Make Your Dollars Grow (Doubleday 1998), and In Short: Successful Investing During Turbulent Times (2012). His third book, titled The Last Act is co-authored with Kimberley Short and was release early in 2023.

For any media inquiries for Larry Short, Kimberley Short, Curtis Porter and/or Nancy Bowman, please contact Admin@shortfinancial.ca or call 1 (888) 725-6991.