587-233-3188
SPaikin@cclgroup.com
With more than a decade of experience in the investment industry, Shane has worked with clients and financial advisors across Canada. His market knowledge, education and advisor-partner background were developed in roles at Fidelity Canada, most recently as District Vice President. As a Wealth Advisor, Shane works closely with his clients providing tailored investment management and solutions to business owners and professionals, as well as foundations and not-for-profits. His knowledge spans a wide range of asset classes, from traditional to alternative, including real estate, infrastructure, private loans, private equity and hedge strategies.
A graduate of the University of Calgary’s Haskayne School of Business with a B.Comm. in Finance, Shane has also been awarded the Chartered Alternative Investment Analyst (CAIA) designation and the Chartered Investment Manager (CIM) designation.
Over the years, Shane has supported a number of charitable community organizations, including the Alzheimer’s Society and Variety Children’s Charity. As a former ski coach, Shane is especially involved with the Canadian Adaptive Snowsports Association.