Dubin Wealth Management was established in 2012 to serve individual clients and those whose financial situation is largely integrated with family interests.  True believers in total wealth planning and with strong ties to their wealth management specialists, clients experience solutions centered on their priorities.          

Building on portfolio management expertise, the team prides itself on a combination of accountability, proactivity and the genuine concern they bring to each relationship.  Known for their initiative and doing what’s right, clients value the authoritative and kind-hearted advice that helps them get to where they need to be. 

At Dubin Wealth Management, you work with people who uncover every available solution in serving their clients and families - where relationships are built on candor, agility and endeavor.

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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Eric Bonnell, BComm., CIM®

Associate Investment Advisor

Eric joined Dubin Wealth Management in September 2018 as an Associate Investment Advisor. He obtained his BComm in accounting and finance from Saint Mary’s University in Halifax and earned his CIM designation from the Canadian Securities Institute. His next goal is to complete the CFA program, having passed the CFA Level 1 Exam in August 2018.

Originally from the east coast, he enjoys reading, film, trying new restaurants, hockey and eSports. Eric also likes to spend his spare time researching emerging industries and their potential impact on the future.

Hema Bissessar

Business Development Associate

Hema began her career in financial services in 2011 after moving from New York to Toronto to attend the University of Toronto, Mississauga. She earned her BA in Sociology with a specialty in Crime, Deviance and Behavior. She worked as a Customer Service Representative at Scotiabank, afterwards moving into Private Banking. During her time with Scotiabank, she received the "Best of the Best" award, demonstrating her character and support to clients and staff. Her focus lies on consistently delivering an exceptional experience for clients.

With a desire to learn more about investments, Hema joined Dubin Wealth Management in 2017. As a Business Development Associate with Canaccord Genuity, she takes pride in maintaining strong professional relationships with every client.

Michael Bellamy, BComm., CFP®

Wealth & Estate Planning Specialist

Michael Bellamy is a Wealth & Estate Planning Specialist with Canaccord Genuity Wealth Management (CGWM), a leading independent wealth management firm in Canada.

Michael partners closely with CGWM Investment Advisors to provide comprehensive financial planning, wealth protection, tax mitigation, legacy and estate planning for individuals, professionals and business owners. Michael is dedicated to providing effective and customized solutions for each clients’ unique goals.

Michael has 10 years of experience in the wealth management industry and holds the Certified Financial Planning (CFP) designation.