With more than a decade of experience in the investment industry, Shane has worked with clients and financial advisors across Canada. His market knowledge, education and advisor-partner background were developed in roles at Fidelity Canada, most recently as District Vice President. As a Wealth Advisor, Shane works closely with his clients providing tailored investment management and solutions to business owners and professionals, as well as foundations and not-for-profits. His knowledge spans a wide range of asset classes, from traditional to alternative, including real estate, infrastructure, private loans, private equity and hedge strategies.
A graduate of the University of Calgary’s Haskayne School of Business with a B.Comm. in Finance, Shane has also been awarded the Chartered Investment Manager (CIM) designation and is working toward the Chartered Alternative Investment Analyst (CAIA) designation.
Over the years, Shane has supported a number of charitable community organizations, including the Alzheimer’s Society and Variety Children’s Charity. As a former ski coach, Shane is especially involved with the Canadian Adaptive Snowsports Association. Outside of his professional life, Shane enjoys spending quality time in the mountains with his family and two dogs.