Senior Financial Advisor
Compassionate. Empathetic. Inspiring
Shane is a senior financial advisor with his Certified Financial Planner (CFP®) designation. Based in Lloydminster, Shane serves the local area, as well as the surrounding communities of St. Paul and Vermillion. Shane is also able to serve clients virtually across the province. An avid storyteller, Shane has a passion for getting to know you as a client and recognizes your unique story and life experiences. As a senior financial advisor, you can trust Shane’s ability to guide your wealth management journey with honest, straightforward advice, helping to make your finances easier to understand.
Authenticity is key
Shane enjoys building lasting friendships with clients and colleagues, and he will ensure that you always feel seen and heard. Shane’s curious nature and expertise makes him a valuable asset to his clients, as he is always improving his skills, welcoming new perspectives and brushing up on continuing education tools to help you reach your financial goals.
When he’s not at work, Shane is happiest near the water—lakes or the ocean—and enjoying life with his wife and children. A music enthusiast, Shane loves looking for local events that feature live music.
Connect with members of my team.