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 Investment Advisors 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 14 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 7 years providing customized financial planning services to high net worth clients.
Shane is a regular guest Financial Planner for the Winnipeg Free Press “Money Makeover” column and volunteers on two committees (Retirement Planning committee and Business Owners sub-committee) with the FPSC in developing content for future curriculum and exams. Shane is an avid writer, having developed much of his own client facing material at his previous employer and is the author of a 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® professional and Financial Management Adviser (FMA) designations and is a Life Insurance Advisor with BMO Nesbitt Burns Financial Services Inc.