Executive in Toronto, ON, Canada
With a career that spans nearly two decades, Shane Dubin is in the business of helping clients secure their financial futures. As Senior Vice President, Investment Advisor and Portfolio Manager at Canaccord Genuity in Toronto, Canada, Shane has spent his entire career in the wealth management industry.
Shane Dubin graduated with a bachelor’s degree from York University in Toronto. He holds a range of licenses and certifications including his CIM designation. He also completed several Canadian Securities Institute courses including the CSC, CPH, LLQP, PFP, OTC. He was recognized 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.
Shane’s wealth management career began in 2000 at Scotia McLeod, where he became the firm’s Senior Wealth Advisor, Associate Portfolio Manager.
Drawing from a wide array of experts and resources offered by Canaccord Genuity Wealth Management, Dubin Wealth Management, was established in 2012, and offers clients the structure and support of a large financial institution along with an independent, personal and client-focused service.
At Dubin Wealth Management, Shane Dubin and his team offer customized investment strategies to meet a broad array of sophisticated needs, including investment portfolio management, financial and estate planning, and insurance. Shane’s end goal is one that aims to fully understand his client’s circumstances and to have in place an appropriate strategic asset allocation that is consistent with their goals and risk tolerance.
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!