Shane Borthwick
Founder | Senior Investment Advisor
Combining the vision of an entrepreneur with the passion of a change-maker, Shane brings an unparalleled level of care to every client relationship and community cause he supports.
He holds a business degree from UNB and leadership training from the Harvard Kennedy School, and is an active member of the Wallace McCain Institute, maintaining a strong professional network across the Greater Atlantic Area. Shane is a Chartered Investment Manager (CIM®), Certified Estate Advisor (CEA), and Sustainable Investment Professional (SIPC). A licensed insurance advisor, he specializes in helping clients create, preserve, and pass on lasting legacies.
When he’s not working, Shane enjoys time with his wife Stephanie, their two daughters, and dog Murphy — boating, traveling, or volunteering in their local community.