Shane Borthwick Email & Phone Number
Founder | Senior Wealth Advisor @ impact wealth
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Shane Borthwick Location
- Saint Andrews, NB, CA
Shane Borthwick Work
- Founder | Senior Wealth Advisor @ (June 2014 - Present)
- Vice President of Operations @ Snow Island (July 2011 - December 2013)
- Managing Director @ Ocean Legacy (April 1998 - April 2011)
Shane Borthwick Education
- Canadian Securities Institute
Chartered Investment Manager
2018-2019 - Concordia University
(Executive Education - Socially Responsible Investing)
2014-2015 - Life, Accident & Sickness Insurance License 2014-2014
- Harvard University, John F. Kennedy School of Government
Executive Education - GCA (Leadership)
2014-2014 - University of New Brunswick
Bachelor's Degree (Business Administration and Management, General)
1995-1998
Shane Borthwick Skills
- Wealth Management
- Retirement Planning
- Registered Retirement Income Funds (RRSP's)
- Registered Education Savings Plans
- Tax Free Savings Accounts
- Registered Retirement Income Funds (RRIF's)
- Risk Management
- Investments
- Mutual Funds
- Socially Responsible Investments
- Responsible Investments
- Segregated Funds
- Sustainability
- Ethical Funds
- Annuities
- Life Insurance
- Health Insurance
- Long-term care
- Disability Insurance
- Critical Illness
- Group Insurance
- Leadership
- Team Leadership
- Strategic Planning
- Business Planning
- Continuous Improvement
- Purchasing
- Program Management
- Contract Negotiation
- Project Planning
- Marketing
- Food
- Stakeholder Engagement
- Sales Management
- Management Consulting
- Strategy
- Marketing Strategy
- Business Development
- Financial Analysis
- Registered Retirement Income Funds Rrsp'S
- Long Term Care
- Registered Retirement Income Funds Rrif'S
- Registered Retirement Income Funds
Shane Borthwick Summary
- Shane Borthwick, based in Saint Andrews, NB, CA, is currently a Founder | Senior Wealth Advisor at Impact Wealth. Shane Borthwick brings experience from previous roles at Snow Island and Ocean Legacy. Shane Borthwick holds a 2018 - 2019 Chartered Investment Manager @ Canadian Securities Institute. With a robust skill set that includes Wealth Management, Retirement Planning, Registered Retirement Income Funds (RRSP's), Registered Education Savings Plans, Tax Free Savings Accounts and more. Shane Borthwick has 2 emails and 1 mobile phone numbers on RocketReach.
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