Shane Biehn, CIM CFP

Wealth Advisor, Associate Advising Representative, Connor Clark & Lunn Private Capital - Pension Caliber Portfolio Management, Alternative Investing, Strategic Philanthropic Advice

About Shane Biehn

For over 25 years, Shane has been trusted to provide clients with financial planning services, with a particular focus on satisfying the complex needs of business owners and farmers through an understanding of their financial goals and philanthropic intentions.

By introducing affluent Canadians and their families, as well as foundations and other not for profit organizations, to CC&L Private Capital’s discretionary wealth management services, Shane provides a confident approach to guiding clients towards achieving their long-term financial goals.

He adheres to the key principles of listening and responding, placing the utmost importance on understanding each client’s unique goals and objectives, ensuring flexibility to changing conditions and personal circumstances.

Shane holds the Chartered Investment Manager (CIM) and Certified Financial Planner (CFP) designations, as well as having successfully completed the Canadian Securities Course (CSC) among others.

Strategic philanthropy is a very important part of his practice, working with clients to identify values and areas where philanthropy can play a role. Shane is a member of the Canadian Association of Gift Planners as well as Canadian Association of Farm Advisors. 

Typical Clients

  • Farmers or business owners with complex needs
  • Farmers or business owners transitioning out of  their business or farm
  • Individuals transitioning to retirement
  • High Net Worth Families looking to grow their wealth through generations
  • Philanthropists looking for creative solutions to make a bigger impact

Contact Shane Biehn about adding a charitable gift to your Will 306-222-8951 Shane's website