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on demand
Duration:60 minutes
Abstract:
This event is available on-demand.
Have you written a will? Or is it time to update your will? Do you know the process behind settling an estate or creating a trust? Many Canadians wait too long to make the financial decisions that matter at the end of their lives. Find out how you can act today to plan for the inevitable.
You will learn:
- The importance of writing a will and how to get started
- Settling an estate
- Creating a trust
- Minimizing conflict and disputes among family members
- Cutting costs and unexpected expenses along the way
- Strategies for seeking assistance
- Tax reduction strategies
For questions, please email us.
This event is eligible for 1 CPD. CPD credits for financial literacy events are determined by the provincial bodies. Please contact your provincial body for eligibility.
If you're already registered for the The Last Act: Closing the book on your finances webcast, click below:
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Speakers
 Larry Short, CPA, CGA Portfolio Manager, Executive Director, Private Client Group at HollisWealth Larry Short was born and raised in Newfoundland. He was an unlikely candidate to enter the wealth management industry but scholarships, student loans, and hard work brought him to where he is today. Larry graduated with a Bachelor of Commerce in 1981 from Memorial University of Newfoundland and earned his professional accounting designation in 1988.
He became a Portfolio Manager in 2011. Less than 5% of advisors in Canada have been awarded the Portfolio Manager license. This license is the only one in the investment advice industry that carries the fiduciary rule requirement.
Larry has authored two books, the latest of which was In Short: Successful Investing During Turbulent Times. He has also had numerous articles published and been featured on CBC, BBC and the Business News Network on many occasions.
In his 31 year career, Larry has been employed as a Vice President at RBC Dominion Securities and TD Waterhouse. In 2008 he established the firm ShortFinancial, a full service wealth management and financial planning practice with offices in St. John's Newfoundland and Toronto.
He publishes a monthly market update on his website, ShortFinancial.ca  Kimberley Short, CIM, CFP, FCSI, MFA-P Manager and Senior Wealth Advisor at ShortFinancial with iA Private Wealth 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.
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