Shane is a wealth management specialist with a focus towards working professionals and business owners. His experience, education, and client-centric style make him a vital resource for his clients. With a passion for teaching and learning Shane has become a principal resource for those that appreciate his ability to playfully write upside down, while describing the possible solutions for any given wealth, estate, or tax scenario. Shane has forever been focused on education - under the personal belief that knowledge is a key resource in helping his clients navigate the ever-increasing complexities of living in Canada. This focus on education has spanned a 20+ year career which has built him the decorated wall within his office. Shane holds several designations including his CFP® CIM® Fellow of CSI® CIWM® MBA Born and raised in the Northern British Columbia Shane has a passion for and outdoor active lifestyle. He is often seen around Prince George cycling with friends or fishing the Nechako River with family. Shane is also an active volunteer who currently heads the Board of Directors for PG Brain Injury Group; an impactful non-profit organization focused on helping individuals with acquired brain injuries and Treasurer for the Caledonia Nordic Ski Club (CNSC). The CNSC is a non-profit society founded in 1957 to foster Nordic skiing and events for the benefit of our community. The club strives to create accessible activities for everyone and a welcoming venue for local, regional, provincial, and national events
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Associate Portfolio Manager Financial Advisor
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Associate Portfolio Manager Financial Advisor
Shane is a wealth management specialist with a focus towards working professionals and business owners. His experience, education, and client-centric style make him a vital resource for his clients. With a passion for teaching and learning Shane has become a principal resource for those that appreciate his ability to playfully write upside down, while describing the possible solutions for any given wealth, estate, or tax scenario. Shane has forever been focused on education - under the personal belief that knowledge is a key resource in helping his clients navigate the ever-increasing complexities of living in Canada. This focus on education has spanned a 20+ year career which has built him the decorated wall within his office. Shane holds several designations including his CFP® CIM® Fellow of CSI® CIWM® MBA Born and raised in the Northern British Columbia Shane has a passion for and outdoor active lifestyle. He is often seen around Prince George cycling with friends or fishing the Nechako River with family. Shane is also an active volunteer who currently heads the Board of Directors for PG Brain Injury Group; an impactful non-profit organization focused on helping individuals with acquired brain injuries and Treasurer for the Caledonia Nordic Ski Club (CNSC). The CNSC is a non-profit society founded in 1957 to foster Nordic skiing and events for the benefit of our community. The club strives to create accessible activities for everyone and a welcoming venue for local, regional, provincial, and national events
