Shane Dubin, CIM®

Senior Vice President, Investment Advisor & Portfolio Manager

Shane joined Canaccord Genuity in April 2018 and has spent his career in wealth management. His practice of investments started at a young age and developed over 18 years with Scotia McLeod. He has made a successful transition over to Canaccord Genuity and continues to grow his business.

As a father of two beautiful young girls, Shane is a true believer in planning for the future; whether that be for children's education or total wealth planning for the household. Shane prides himself on his love of the business and his practiced approach to looking after his clients and their families with complex financial situations.

Energized by the connection that investing has to world affairs, his clients value the tenacity and candor he brings to his proactive relationship management approach. Inspired by each of his clients, he takes time to listen first. With openness and know-how, Shane takes great pleasure in getting to know his clients and helping get them get to where they need to be.

Shane has completed several Canadian Securities Institute courses including the CSC, CPH, LLQP, PFP, OTC, and holds his CIM designation. Shane was honored by the Investment Industry Association of Canada (IIAC) in both 2016 and 2017 as one of the top 40 investment advisors in Canada under the age of 40.
 

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At Dubin Wealth Management, honesty, integrity and trust are the cornerstones of our practice and commitment to every client.

We provide a firm foundation from which to guide our clients in building and managing their assets and their futures.  We focus on satisfying a diverse clientele through a comprehensive, conservative and disciplined approach to wealth management and a commitment to providing objective advice.

Drawing from a wide array of experts and resources offered by Canaccord Genuity Wealth Management, Dubin Wealth Management offers our clients the superior structure and support of a large financial institution along with an independent, personal and client-focused service.  We are able to offer customized investment strategies to meet a broad array of sophisticated needs, including investment portfolio management, financial and estate planning, and insurance.  Our end goal is to fully understand your circumstances and to have in place an appropriate strategic asset allocation that is consistent with your goals and risk tolerance.  After gaining a full understanding of your objectives we will build a customized, comprehensive investment strategy that is tailored specifically to you.

 

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