Shane is a member of Canada’s leading full-service wealth management firm RBC Dominion Securities (~$300 billion in assets under administration). RBCDS is the investment arm of Canada’s largest financial services company RBC Royal Bank (~$4.3 trillion in assets under administration). While acting as Manager, Investor Relations for two of Canada’s largest companies, Shane established lasting relationships with some of the top minds on Bay Street and Wall Street. To this day, he continues to foster connections with the industry's brightest, as he strives to maintain an investment discipline focused on continuous improvement. He holds a PhD from the University of Calgary in Work and Organizations (Sociology), and a Master's from Western University in Demography (Sociology). These programs embedded within Shane a passion for research methodology and statistics.
Shane tree planted his way through his under-graduate degree and this experience hammered home the value of human relationships and the value of a dollar. Stock certificates he received as a child - later extracted from a safety deposit box to buy text books - revealed to him the potential inherent in the capital markets.
By blending superior research and relationships, Shane is able to select the best investment instruments available. Based on your risk tolerance and time horizon, he designs tailored solutions that are customized to your unique set of circumstances.
In his free time, Shane enjoys music, fishing, basketball, road biking, canoe camping with his family, and smoking meat on the BBQ. He actively volunteers with The Optimist Club of St. Jacobs and the Waterloo Region Jewish Community Council.
Known for his integrity, expertise, and professionalism, Shane seeks to make a positive contribution in the lives of all those who turn to him for advice.