Shane joined CIBC Wood Gundy in January 2022 and has spent his entire career in wealth management. His practice of investments started at a young age with and developed over two decades with top Canadian Wealth management firms. He has made a successful transition over to CIBC Wood Gundy, one of Canada’s largest full-service investment advisory firms, and continues to strengthen and grow his business.

As a dedicated family man who has five beautiful children, Shane believes in creating customized solutions to meet all of his clients personal, family and business financial needs. His team utilizes an integrated approach encompassing wealth planning, private banking, investment management and estate and trust strategies that allow his clients to structure, preserve and optimize the wealth for their families. 

Energized by the connection that investing has to world affairs, his clients value the tenacity and candor he brings to his proactive relationship management approach. Inspired by each of his clients, he takes time to listen first.  As a highly trained and dedicated professional, fully committed to understanding his clients’ needs and helping them achieve their financial goals he takes great pleasure in getting to know his clients and helping get them get to where they need to be.  

As a Senior Wealth Advisor and Portfolio Manager he holds multiple industry accreditations including the CSC, CPH, LLQP, PFP, OLC, and the Certified Investment Manager (CIM). Shane was honored by the Investment Industry Association of Canada (IIAC) in both 2016 and 2017 as one of the top 40 investment advisors in Canada under the age of 40.

Outside of his career, Shane enjoys being active with his children and spends time giving back to various communities.  For many years, he has lent his personal support and fundraising efforts to the Baycrest Centre for Geriatric Care in Toronto, The SickKids Hospital,  Brain Matters Charity, JACS Toronto for Mental Health and Addiction Support and The Beth Sholom First Foundations Community Preschool.

Hema began her career in financial services in 2011 after moving from New York to Toronto to attend the University of Toronto.   She earned her BA in Sociology with a specialty in Crime, Deviance and Behavior. She worked in retail at a top Canadian bank before moving into Private Banking. During her time in banking, Hema received the "Best of the Best" award; demonstrating her character and support to clients and staff. Her focus lies on consistently delivering an exceptional experience for clients.
With a desire to learn more about investments, Hema joined a wealth management firm in 2017. As an Administrative Assistant, she takes pride in maintaining strong professional relationships with every client.