Shane Silverberg

Blending over 17 years of capital markets experience, superior research and relationships, Shane selects the best investment instruments for his clients. Based on clients’ risk tolerance and time horizon, he designs tailored solutions that are customized to their unique set of circumstances.

Shane works with clients to create personalized financial plans. He manages client capital on both a discretionary basis as well as an advisory basis. As a discretionary portfolio manager, Shane acts as a true fiduciary for the client. Known for his integrity, expertise, and professionalism, Shane seeks to make a positive contribution in the lives of all those who turn to him for advice.

While acting as Manager, Investor Relations for two of Canada’s largest companies, Shane established lasting relationships with some of the top minds on Bay Street and Wall Street. To this day, he continues to foster connections with the industry’s brightest, as he strives to maintain an investment discipline focused on continuous improvement. He holds a PhD from the University of Calgary in Work and Organizations (Sociology), and a Masters from Western University in Demography (Sociology). These programs embedded within Shane a passion for research methodology and statistics.

Contact:

ssilverberg@cgf.com
519.885.8036
1.800.495.8071 (Toll Free Canada)
https://www.linkedin.com/in/shanesilverberg/

PhD, CIM

• Waterloo