S.M. McMahon Financial / DWM Securities' concept of no commission, fee-based advice is simple. We believe in providing transparency of our fees through full and plain disclosure of all portfolio expenses. In our opinion, there should be a direct link between the advice you receive and our compensation. Through the use of DundeeWealth's Summit program, we believe our clients' interests are put foremost when we are compensated independently of the investments we choose to place in a portfolio or the number of transactions needed to manage your account.
Shane McMahon, CIM, CFP®
Portfolio Manager
Shane’s expertise is found in his innovative financial planning solutions for business owners, senior executives and retirees.
Over the last 20 years, Shane has acquired a reputation for a well balanced and disciplined approach to helping his clients reach their financial and lifestyle objectives.
Scott Keast, B.Comm., CIM, CFP®
Portfolio Manager
Scott has been in the financial services industry since 1997. Scott received his Bachelor of Commerce degree from the University of British Columbia in 1995 followed by the Certified Financial Planner Designation in 1999.
The primary focus of Scott’s role is to provide an integrated investment management process to our clients' financial plans.
The particulars contained herein were obtained from sources which we believe are reliable, but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of DundeeWealth Inc., its subsidiaries, or its affiliates, including, but not limited to, DWM Securities Inc., Dundee Private Investors Inc., Dundee Insurance Agency Ltd. and Dundee Mortgage Services. This website is not deemed to be used as a solicitation in a jurisdiction where this Dundee representative is not registered.
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