Shaun Dass
About Shaun Dass
Shaun Dass is the Executive Director of Wealth Planning Group for Western Canada & Prairies at CIBC, with over 20 years of experience in the financial sector.
Current Position at CIBC
Shaun Dass is currently serving as the Executive Director of Wealth Planning Group for Western Canada & Prairies at CIBC. He has been in this role since 2021. His responsibilities in this position include overseeing wealth planning strategies across the region and ensuring effective implementation to meet the needs of clients. His tenure at CIBC highlights his leadership in wealth management.
Previous Roles at CIBC
Before becoming the Executive Director, Shaun Dass served as the Senior Director of Financial Planning & Advice at CIBC from 2019 to 2021. In this role, he focused on enhancing financial planning services and providing strategic oversight to support clients' financial goals. His contributions were critical in shaping the financial advice provided by the company during his two-year tenure.
Past Experience at ATB Financial
Shaun Dass has held multiple positions at ATB Financial, demonstrating his versatile expertise in the financial sector. He was the Director of Wealth Business Lines in 2019 for two months and the Managing Director of Private Investment Counsel from 2018 to 2019. He also served as Director of Digital Channel & Group Investment Services for nine months in 2017-2018 and as Director of Advice Channel Mass Market from 2014 to 2018. These roles, primarily based in Calgary, showcased his ability to manage diverse financial services and lead various business units.
Career Development at TD
Shaun Dass began his career at TD, where he worked in multiple capacities over a span of 14 years. His roles included Regional Sales Manager (2013-2014), Branch Manager (2010-2013), Manager of Financial Services (2010), Regional Sales Manager for Investment & Banking Solutions (2007-2010), Financial Advisor (2006-2007), Investment Representative (2004-2006), and Customer Service Representative (2000-2004). This extensive experience at TD provided him with a comprehensive understanding of various facets of financial services and client relations.
Industry Experience and Leadership
With over 20 years of experience in the financial industry, Shaun Dass has demonstrated long-standing commitment and expertise in the sector. He is recognized for his strategic planning and execution skills, which have been instrumental in achieving organizational objectives. His passion for developing talent indicates a strong focus on mentorship and team growth, contributing to his effectiveness as a leader in various financial institutions.