As a member of the Wealth Management Consulting team, Shane brings together the knowledge and experience of our in-house tax and estate professionals and works with the Sutton-Thiessen Wealth Advisory Group and their clients to develop sound wealth management plans. He provides support and direction about complex issues such as retirement and distribution planning, tax planning, cash management, estate and gift planning, transition planning and charitable giving.
Shane brings with him over 16 years of professional experience in the financial services industry. Prior to joining BMO Nesbitt Burns, Shane worked for a major bank and a Canadian brokerage. Shane has spent the last 9 years providing customized financial planning services to high net worth clients. He has been a regular guest financial planner for the Winnipeg Free Press “Money Makeover” column and volunteers on two committees with the Financial Planning Standards Council to develop content for future curriculum and exams. Shane is the author retirement planning book “A planned Retirement Journey – 13 ways to customize your retirement.” Shane has successfully completed the Canadian Securities Course and Level I CFA. He holds the CERTIFIED FINANCIAL PLANNER (CFP®) and Financial Management Adviser (FMA) designations.
Outside of work, Shane and his wife, Chelsea, keep busy with their two children, Callie (6) and Kale (9).