Shane Murphy, Cfa
About Shane Murphy, Cfa
Shane Murphy, CFA, is a Wealth Advisor and Associate Portfolio Manager at Wealthsimple in Montreal, Quebec, Canada. He has extensive experience in financial planning and investment consulting, having worked at TD, Manulife, Castle Hall Alternatives, and BMO Financial Group.
Title and Current Role
Shane Murphy is currently working at Wealthsimple as a Wealth Advisor & Associate Portfolio Manager. Since 2021, he has been based in Montreal, Quebec, Canada. In this role, Shane Murphy has been involved in building financial freedom initiatives and specializes in using technology to make financial products accessible to a diverse clientele.
Previous Experience at TD
Before joining Wealthsimple, Shane Murphy worked at TD Wealth Financial Planning from 2017 to 2021. During his 4-year tenure, he held the position of Financial Planner in the Montreal, Canada Area. His responsibilities included providing clients with comprehensive financial planning services and investment advice.
Role at Manulife
Shane Murphy served as an Advantage Plan Investment Consultant at Manulife from 2016 to 2017. He was responsible for advising clients on collective retirement savings products. His role also involved strategic financial planning for clients to help them achieve their long-term retirement goals.
Experience at Castle Hall Alternatives
From 2015 to 2016, Shane Murphy worked as an Analyst at Castle Hall Alternatives in the Montreal, Canada Area. In this 8-month role, he was involved in investment analysis and risk assessment, contributing to the company's analytical and due diligence processes.
Background in Financial Planning at BMO
Shane Murphy's professional journey includes a 4-year stint from 2011 to 2015 at BMO Financial Group as a Financial Planner. In this capacity, Shane was tasked with creating detailed financial plans for clients, offering insights into investment opportunities, and helping clients manage their financial health.
Education and CFA Designation
Shane Murphy holds a Bachelor of Business Administration (BBA) in Finance from Université de Sherbrooke, where he studied from 2008 to 2011. Additionally, Shane Murphy holds the Chartered Financial Analyst (CFA) designation, emphasizing his expertise in financial analysis and investment management.