Know your advisor: CIRO Advisor Report
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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.
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.
I'm always happy to help with your financial needs. Send me a message or contact me at my branch and I'll get back to you within 24 business hours.
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ATB Securities Inc. is proud to be a member of the Canadian Investment Regulatory Organization
ATB Securities Inc. is a member of CIPF, which provides protection to investors’ securities, cash or other property in the event of an insolvency of a member firm.
ATB Wealth® (a registered trade name) consists of a range of financial services provided by ATB Financial and certain of its subsidiaries. ATB Investment Management Inc. and ATB Securities Inc. are individually licensed users of ATB Wealth. ATB Securities Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization.
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