Skip to main content

Donna Shortt

  • FCSI®
  • FMA

Working together to help you achieve what truly matters to you

Investment Advisors like Donna Shortt are what truly sets TD Wealth apart from other financial institutions.  With over 30 years of experience, Donna has expertise in the various areas of wealth management and provides secure individualized advice to her clients on investment planning, tax efficiencies, estate planning strategies, day-to-day banking strategies, insurance strategies, and charitable giving, helping to ensure that each client's individual needs are met.

Donna began her tenured career in retail banking, focusing on consumer credit, commercial banking, and area management.  She now prides herself in her esteemed ability to service both business clients and individuals.  She has guided many clients through their active business careers into retirement, helping them to plan and successfully realize a prosperous future.

Donna and her team seek to provide their clients with a holistic approach to wealth management, taking the time to discover their individual needs and provide recommendations based on future goals. Donna's team aims to service their clients using methodology that provides a personalized plan that is easy to understand.  She believes that, in order to achieve results and protect clients during economic dips, you must demonstrate consistency over the long term.  This approach has earned Donna and her team the valued reputation she now employs.  Just ask one of her many clients, many of whom have been with her for over 10 years.

Donna is invested in continuous learning and currently holds the following professional designations:

- Financial Management Advisor (FMA)
- Chartered Strategic Wealth Professional (CSWP)
- Fellow of Canadian Securities Institute (FCSI®)
- Professional Financial Course (PFPC)

Donna has held several volunteer positions, including President of the Rotary Club of Thornbury, Agriculture Society, and Vice-President of CARP Georgian Bay District and she strongly supports the Arts and Youth organizations.    

Donna’s profession is her passion.

Shortt Wealth Advisory consists of Donna Shortt, Investment Advisor and Andrew Scott, Associate Investment Advisor. Shortt Wealth Advisory Team is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. TD Waterhouse Canada Inc. is a subsidiary of The Toronto-Dominion Bank. TD Waterhouse Canada Inc. – Member of the Canadian Investor Protection Fund.

ADDITIONAL CONTACT

Toll Free: (855) 444-1510
Fax: (705) 444-0385
Branch Office: (705) 444-1510
Branch Fax: (705) 444-0385

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

Meet The Team

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

China slump and Brexit bumps

China's economy continues to slow. What are the investment implications? And with Brexit uncertainty hanging over the U.K., what do investors need to know? Bruce Cooper,  CEO and CIO, TD Asset Management.discusses.

Best Practices When Selling Your Healthcare Practice

Jeff Halpern, Business Succession Advisor, TD Wealth, talks to Kim Parlee about best practices when you sell your healthcare practice.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives - Game Changer

Well, it finally happened. James Holzhauer, the professional gambler from Las Vegas who had been blowing away the competition on Jeopardy!, finally lost a game.

Current Perspectives

Trumps, Tariffs and Trade Wars.

Ask Money Talk - One big family plan

Q: I’ve accumulated enough money to worry how my kids will handle it when I’m gone — how can I prepare them?

Do you know someone who would benefit from my services?