Shane Dubin
The Benefits of Going Paperless
At CIBC Private Wealth, we want to make your online experience as simple and convenient as possible. Did you know you can view your monthly statements, trade confirmations and tax documents as soon as they are posted on Wood Gundy online? You can also change your mailing options so that you no longer receive mailed copies of these statements.
Click here to learn more about making the switch.
Portfolio Construction Can Help Navigate the Economic Cycle
2022 has been a tough year. With both equities and bonds registering negative returns, it has been difficult to find ways to protect portfolios.
An economic recession is an ongoing concern. To navigate the predicted recession, as well as the economic recovery that follows, we recommend using a full toolkit of portfolio construction building blocks.
Learn more
RRSP & TFSA: Avoid the Rush. Contribute Today!
Contribute early to maximize your contributions and grow your savings…
Shane Dubin Shares Some Beneficial Accounts to Open at Your Bank
Are you looking for some new bank accounts to open? If so, you're in luck.
Read more
Getting to Know Shane Dubin
Hailing from Toronto, Ontario in Canada, Shane Dubin is a veteran financial advisor who specializes in family wealth planning, financial planning, investment management, private banking, estate and trust services, insurance planning, and business transition planning.
Shane Dubin's Road to the Financial Industry
Shane Dubin has spent his entire career in wealth management. Throughout more than two decades, his primary concern has been working with clients from all walks of life to secure their financial future by crafting customized and effective investment strategies.
