SHANE DUBIN

Sr. Vice President, Investment Advisor & Portfolio Manager at Canaccord Genuity Wealth Management

ABOUT ME

Shane Dubin is a Toronto-based financial executive who has a record of consistently building trust and providing financial guidance to his valued clients.

Shane’s wealth management career began with Scotia McLeod, where he began working in March 2000. For over 18 years, he learned the details of the financial industry, eventually becoming the firm’s Senior Wealth Advisor and Associate Portfolio Manager.

Prior to accepting his position with Scotia McLeod, Shane studied at York University in Toronto.

Shane holds a range of licenses and certifications, including his CIM designation. He has also completed several Canadian Securities Institute courses, including the CSC, CPH, LLQP, PFP, OTC.

In both 2016 and 2017, Shane was recognized by the Investment Industry Association of Canada (IIAC) as one of the top 40 investment advisors in Canada under the age of 40.

Today, Shane Dubin continues to grow his business, Dubin Wealth Management, under the umbrella of Canaccord Genuity Wealth Management. He currently serves as Senior Vice President, Investment Advisor and Portfolio Manager at Canaccord, having joined the firm in April 2018. Dubin Wealth Management offers clients the structure and support of a large financial institution along with an independent, personal and client-focused service.

Building on portfolio management expertise, Shane prides himself on a combination of accountability, proactivity and genuine concern he and his team bring to each client relationship. Shane’s areas of expertise include: Family Wealth Planning, Financial Planning, Investment Management, Private Banking, Estate and Trust Services, Insurance Planning and Business Transition Planning.

Outside of his work, Shane enjoys spending time with his family, which includes 3 beautiful, smart girls between the ages of 6 and 8. The whole family is excited as there is also a baby on the way!

Advertisements
Create your website at WordPress.com
Get started