Kimberley is a portfolio manager and senior wealth advisor at ShortFinancial with iA Private Wealth and partner at ShortFinancial. Over the years, Kimberley has achieved numerous professional designations including Trust and Estate Practitioner (TEP), Certified Financial Planner® professional (CFP®), Chartered Investment Manager (CIM®), Master Financial Advisor — Philanthropy (MFA-P™), and licensed insurance advisor with iA Private Wealth Insurance. Kimberley has also earned one of the most senior credentials in Canadian Financial services — Fellow of the Canadian Security Institute (FCSI®). Kimberley prides herself on supporting her clients by providing in-depth counsel on managing some of the more challenging financial life stage changes and transitions. Born in St. John’s and later raised in Ottawa, Kimberley attended the business schools of Memorial University of Newfoundland and the University of Western Ontario. Kimberley’s previous work experience spans from Ontario to Newfoundland and Labrador and includes the role of chief financial officer for one of the largest charities in Newfoundland and Labrador. Kimberley is an advocate for financial literacy and has co-authored The Last Act with that end in mind. She believes that coaching her clients in developing strong financial skills is instrumental to them reaching their life goals.
ESG Symposium 2023 May 30, 2023 A new frontier for environmental, social and governance (ESG) issues is upon us. Learn how to navigate environmental and social risks and opportunities at this event for CPAs, leaders and other professionals from every industry.
AICPA & CIMA advanced personal financial planning conference 2023 June 5, 2023 Become a year-round resource for your clients with the Advanced Personal Financial Planning curriculum’s leading technical guidance from esteemed thought leaders.
The ONE Conference 2023 September 12, 2023 2023 will require businesses to remain resilient through turbulent times. Get the information you need to continue the evolution of your organization at CPA Canada’s flagship conference. Attend in person or online – your choice!