About

ShortFinancial is a money management firm providing the tools and planning clients need to reach and maintain financial independence through investment management, insurance, tax, retirement and estate planning advice. ShortFinancial’s highly skilled team includes three portfolio managers who also hold Chartered Financial Planning, Chartered Professional Accountant, Certified Investment Manager designations and insurance licenses. They are fiduciaries, which means they are duty bound to put their client’s interests ahead of their own. ShortFinancial has offices located in St. John’s and Toronto and have clients throughout Canada and the Caribbean. Different from many financial advice firms, they actually have a knowledgeable person answer the phone during business hours.