As a Senior Wealth Advisor, Shane brings over 25 years of experience helping individuals and families achieve financial clarity and long-term success. He specializes in delivering comprehensive wealth management solutions, including investment planning, retirement strategies, estate planning, and credit and lending solutions. Leveraging the extensive resources of CIBC, Shane provides tailored financial strategies designed to evolve with each client’s unique goals and life stages.

Shane’s business is built on a strong foundation of trust, integrity, and personalized service. He is committed to understanding the full financial picture for every client, offering thoughtful guidance that empowers informed decision-making. His disciplined approach to portfolio construction, risk management, and tax-efficient planning ensures clients are well positioned to build, preserve, and transition wealth across generations.

With a proven track record of success, Shane has been recognized as a CIBC Annual Achiever and a member of the prestigious CIBC Diamond Growth Council with Distinction, ranking in the top 1% in Canada for Managed Money. He has also been a multiple-time recipient of the CIBC Imperial Service Club Award.

Shane holds an Honours Bachelor of Arts in Economics from the University of Toronto and is a Certified Financial Planner (CFP®). His extensive knowledge, combined with ongoing professional development, allows him to navigate complex financial landscapes and deliver clear, strategic advice.

Shane's approach to financial planning ensures that clients, whether individuals, families, or business owners, are supported at every stage of their financial journey, from wealth accumulation to preservation and estate transition. He believes that successful financial outcomes are achieved through disciplined planning, strong relationships, and a deep understanding of each client’s unique circumstances.

Outside of the office, Shane takes pleasure spending time with his wife and three children. He enjoys his passion of playing tennis and watching motorsports.

Connor holds an Honours BA from McMaster University, specializing in Communications Studies with a minor in Innovation, a joint program through the DeGroote School of Business, Faculty of Engineering, and the Forge Startup Incubator.
 
Connor is passionate about building strong relationships with families and businesses, supporting them by ensuring smooth daily operations on the team. He finds fulfillment in helping clients achieve their goals and is dedicated to providing reliable, attentive support in every aspect of his work.
 
Outside of the office, Connor finds joy in family time, cooking, capturing moments with his camera, and fishing.