Dundas Valley Private Wealth Counsel

Assante Financial Management Ltd.

Safeguarding your family’s financial future

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Shane Kirby, B.A.

Regional Wealth Planner

As a Regional Wealth Planner, Shane Kirby facilitates the delivery of wealth planning reports. Using a needs based approach, Shane works with our clients to not only gather pertinent financial information, but more importantly, to identify issues and to help our clients articulate and document their goals in order to build a plan that meets their complex needs. Working with the support of the wealth planning team, Shane delivers a plan that addresses retirement planning, cash flow management, risk management, business planning and estate planning. Shane became part of Assante Private Client in 2001. His experience in wealth planning and financial services spans over 14 years. First, he was a member of the Sales and Service team in Central Ontario, where he formed strong relationships with advisors and their teams. This led to the role of Private Client Manager in April of 2004 as well as Regional Wealth Planner in 2009. Shane holds a Bachelor of Law degree from Carleton University. * With access to a wealth of tools and resources, Assante advisors and their clients are supported by the exceptional investment management team and wealth planning group available through our sister company, CI Investments Inc., and Assante Private Client, a division of CI Private Counsel LP.