Skip Navigation

Shane Duff, CFA

Investment Advisor

Tel: 416-359-7135

Shane Duff, CFA

Address
1 First Canadian Place
40th Floor , P.O. Box 150
Toronto, ON
M5X 1H3
Map

Contact Me

Learn More

Why Select a CFA

Please Click Here to Learn Why

A Full Spectrum of Advice
 
Advice: Informed, ongoing guidance to keep you on track to achieve your financial goals
 
Wealth Management: Holistic, unbiased stewardship of your complete financial picture (financial, tax and estate planning; retirement and educational savings; insurance; philanthropy, etc.)
 
Referrals: Professional services alliances, designed to connect you with a network of independent experts, including accountants, lawyers, lenders, and insurance experts
 
Discipline: Unwavering focus on your long-term objectives to prevent the emotional ups and downs of investing
 
Education: Information and resources to help you participate in – and maintain ownership of – your financial future
 
Meetings: Ongoing touch points based on your personal needs – meetings, phone calls, email correspondence, etc.
 
Estate Planning: An effective action plan to ensure that your wishes are secured
 
Tax Planning: To ensure your financial plan is efficient, and your tax liability minimized
 
Goal-Setting: Clear consistent priorities, followed by regular monitoring, review and assessment

Risk Management: Identification, measurement and mitigation of investment risks, according to your risk tolerance parameters, to best preserve – and grow – capital
 
Insurance Consulting: Recommendations to maintain and protect your financial stability (including segregated funds, annuities, disability, critical illness and long-term care)
 
Retirement Savings:  Comprehensive solutions to help you accomplish your aspirations for a successful and fulfilling retirement
 
Education Savings: Conversations about alternative options to saving and investing, like TFSAs, life insurance – and non-registered, trust or corporate business accounts
 
Research: From industry trends to the specific macro and micro-economics factors that impact your individual financial plan, we keep you informed

An investment advisor can help you achieve your financial goals. 
Contact us today.
 

Retirment Tool:

BMO's Retirement Savings Calculator is an easy way to see how much money you will need for your retirement and assess whether your current savings plan will get you there.
 

Adjust key variables such as retirement age, monthly contributions and desired income to see how making a few adjustments can impact your retirement goals


click here