Location Toronto, Ontario, Canada Regions Great Lakes Gender Male
Website www.dubinwealth.ca/our-team LinkedIn View on LinkedIn
Toronto executive Shane Dubin has spent the last 19 years of his career working in the financial services industry. He currently serves as Senior Vice President, Investment Advisor and Portfolio Manager at Canaccord Genuity, having joined the firm in April 2018.
Shane received his bachelor’s degree from York University in Toronto. He has also
completed several Canadian Securities Institute courses, including the CSC, CPH, LLQP, PFP, OTC, and holds his CIM designation. He 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.
After completing his education, Shane Dubin accepted a position with Scotia McLeod in March 2000, where he worked for the next 18 years before successfully transitioning to Canaccord Genuity.
Today, Shane continues to grow his wealth management business, Dubin Wealth Management, which falls under the umbrella of Canaccord Genuity Wealth Management. Dubin Wealth Management offers its clients the superior structure and support of a large financial institution along with an independent, personal and client-focused service.
A true believer in total wealth planning, Shane prides himself on his love of the business. His approach to business is one that involves looking after his clients and their families with candor, even when dealing with the most complex financial situations.
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!
