Shane Yu

“As a small business owner, my advice comes from firsthand experience. I offer my business clients a unique perspective by leveraging skills acquired while operating a small business, combined with a wide range of insights from developing strong rapport with my business clients.”

Shane is passionate about getting to know his clients, with a view to understand and anticipate their needs. Prompt communication, thoughtful advice, and a keen eye for detail are his key assets. He brings firsthand experience in manufacturing, wholesale, B2B, and non-profit organizations.

With an in-depth knowledge of his clients’ financial picture, Shane is able to offer business banking, financing, and investment solutions supported by a network of specialized partners.

As a business advisor, Shane is also able to draw upon a strong team of specialists to take care of such matters as succession planning, key person insurance^**, leasing, acquisitions, property development and more.