Chief Executive Officer
Financial Planners Standards Council of Canada
B.A., University of Western Ontario London, Ontario, Canada
Shane has more than 30 years experience in private client wealth management, and provides high-level professional consulting services to clients of the firm including endowment funds, non-profit organizations, and high net worth individuals. His extensive experience and knowledge base of the various investment opportunities available to clients allow him to be on the cutting edge of the industry which creates great benefit for his current and future clients. As a result of his experience in the Canadian market, Shane also provides valuable insight into the international investment arena. In addition, Shane is responsible for ensuring that SPA’s investment strategies are applied consistently throughout the country, and oversees SPA’s Regional Investment Directors and local Investment Advisors as they deliver consulting services to the clients of the firm.
A true golf enthusiast, Shane is a former pro and member of the CPGA. When not working with clients, it’s likely you will find Shane on a golf course.