Kimberley Short
CIM, CFP, FCSI, MFA-P
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.
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.