Shane Dubin joined Canaccord Genuity in April 2018 and has spent his career in wealth management. In his role, Shane works with clients to uncover every available solution to ensure a prosperous financial future.
Shane developed a passion for finance and wealth management early on while studying at York University in Toronto. In March 2000, he accepted a position with Scotia McLeod and eventually became the firm’s Senior Wealth Advisor and Associate Portfolio Manager. Shane was with Scotia McLeod for 18 years before joining Canaccord Genuity. He continues to grow his business, Dubin Wealth Management, under the umbrella of Canaccord Genuity Wealth Management.
Dubin Wealth Management offers clients the structure and support of a large financial institution along with an independent, personal and client-focused service. Shane’s areas of expertise includes: Family Wealth Planning, Financial Planning, Investment Management, Private Banking, Estate and Trust Services, Insurance Planning and Business Transition Planning.
As a father of two beautiful young girls and baby boy, 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 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.
Outside of his career, Shane enjoys playing with his children and spends time giving back to the community. For many years, he has lent his personal support and fundraising efforts to the Baycrest Centre for Geriatric Care in Toronto.
Dubin Wealth Management