Shane Payette

Shane Payette

Chief Executive Officer (CA Insurance License #OL74129)

Phone: (469) 995-2464
Fax: (214) 614-4220
Mobile Phone: (817) 253-4879
E-mail:
 

Shane Payette has over 20 years of experience in private client wealth management. He is responsible for providing professional consulting services to clients of the firm including endowment funds, non-profit organizations and high net worth individuals to propose optimal investment portfolios for retirement and investment accounts.Shane provides high-level consultations and makes recommendations to senior clients and corporate management regarding suitable group and individual investment options. As a result of his extensive experience in the Canadian market, Shane has provided insight into the international investment arena. As the Chief Executive Officer, Shane is also responsible for ensuring SPA's investment strategies are applied consistently throughout the country. Shane oversees SPA's Regional Investment Directors and local Investment Advisors as they deliver consulting services to the clients of the firm.

Education

University of Western Ontario, B.A.

Certifications and Licenses

FINRA Securities Registrations: S-7, S-63, S-65
Insurance: Life, Health, Long Term Care, Variable Annuities