Larry Short of ShortFinancial is Rank 4 in Wealth Professional Canada's 2018 Top 50 Advisors
ShortFinancial
HollisWealth, Industrial Alliance Securities
St. John’s, NL
The sole representative of Newfoundland on the Top 50 Advisors list, Larry Short made it into the top five after boosting his AUM by $90 million in 2017. Any advisor who can increase his book of business by 70% over a 12-month period deserves acclaim, and this veteran is no different. “I started 29 years ago and was called a stockbroker,” Short says. “Now we complete full financial plans, and I operate as a portfolio manager. Clients have higher expectations, and we have more extensive capabilities than we had years ago to meet their needs.”
Subscribing to the belief that a rising tide lifts all boats, Short says the advisory business is in a much better position now than when he started in the late ’80s. “Professionalism in the industry has increased dramatically,” he says. “When I was hired, many advisors came from sales backgrounds. Now recruitment is much more geared toward ethically minded, disciplined investment advisors.”
It’s also a job that still brings him great satisfaction. “I have seen many clients start with little, build a great life for their family and community, and leave a great legacy,” Short says. “Watching that happen – seeing value created from hard work and contributing in a small way to that – is a real thrill.”
HollisWealth, Industrial Alliance Securities
St. John’s, NL
The sole representative of Newfoundland on the Top 50 Advisors list, Larry Short made it into the top five after boosting his AUM by $90 million in 2017. Any advisor who can increase his book of business by 70% over a 12-month period deserves acclaim, and this veteran is no different. “I started 29 years ago and was called a stockbroker,” Short says. “Now we complete full financial plans, and I operate as a portfolio manager. Clients have higher expectations, and we have more extensive capabilities than we had years ago to meet their needs.”
Subscribing to the belief that a rising tide lifts all boats, Short says the advisory business is in a much better position now than when he started in the late ’80s. “Professionalism in the industry has increased dramatically,” he says. “When I was hired, many advisors came from sales backgrounds. Now recruitment is much more geared toward ethically minded, disciplined investment advisors.”
It’s also a job that still brings him great satisfaction. “I have seen many clients start with little, build a great life for their family and community, and leave a great legacy,” Short says. “Watching that happen – seeing value created from hard work and contributing in a small way to that – is a real thrill.”
