Company

ShortFinancial - iA Private Wealth

Investment Management Ca 7 employees

Employees: 7
Contacts: 2
Emails: 2

www.shortfinancial.ca LinkedIn

ShortFinancial - iA Private Wealth Overview

Headquarters: Ca
Website: www.shortfinancial.ca
Industry: Investment Management
Employees: 7
Funding: ,
NAICS: Other Financial Investment Activities

Portfolio Management

All Other Financial Investment Activities

Keywords

financial planning wealth management investment management retirement savings plans rrsp tfsa rdsp resp estate planning tax reduction insurance

About ShortFinancial - iA Private Wealth

We Are Your Financial Resource. Most financial plans are too complicated, too full of jargon, and too long term in focus for the investor. We focus your time and energy on what you can change in the next three years. Long enough time to smooth out the noise in the market, short enough to maintain focus, and a meaningful period to effect change. Focus on what you need now to see the real trends, filtering out the distractions and permitting you to make an immediate difference in your future.

ShortFinancial - iA Private Wealth Contact Details

People in AeroLeads: 3
With contact data: 2
Email contacts: 2; 66.7% coverage

ShortFinancial - iA Private Wealth Org Chart

Sample employees and titles

Name	Title	Location	Contact
Aharon Adoot	Investment Advisor at Ia Private	Toronto, Ontario, Canada	Email
Nancy Bowman	Investment Advisor and Senior Portfolio	Toronto, Ontario, Canada	Email
Alexandra Vaughan-Jackson	Client Service Associate	Goulds, Newfoundland and Labrador, Canada	View