NB
Member, Team
SP
Licensed Assistant, Client Service Associate
TT
Client Service Associate
CP
Partner
NB
Partner
CS
Unlicensed Assistant Without Commission
LG
Assistant
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Short Financial
Finance · Canada · 1-10 Employees
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Overview
Headquarters
10 Fort William Pl Suite 101, St. John'S...Phone Number
(709) 726-6991Website
www.shortfinancial.caRevenue
<$5 MillionIndustry
About Short Financial
Short Financial, in partnership with iA Private Wealth, offers tailored financial solutions aimed at helping clients achieve and maintain financial independence. Their licensed and accredited team provides expert advice on investments, insurance, tax, and estate planning. Founded in 2008, they focus on enhancing financial literacy and simplifying complex financial situations for individuals and families. The company is committed to delivering exceptional financial guidance and support to its clients.Explore more
Short Financial Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Short Financial
<$5M
1-10
Private
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LS
Larry ShortSenior Portfolio Manager, Founding & Shortfinancial Partner
Short Financial Tech Stack
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Short Financial, in partnership with iA Private Wealth, offers tailored financial solutions aimed at helping clients achieve and maintain financial independence. Their licensed and accredited team provides expert advice on investments, insurance, tax, and estate planning. Founded in 2008, they focus on enhancing financial literacy and simplifying c... Read More
