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It’s important that our clients know just how important they are to us, and we show it in our responsiveness, adaptability, and proactive solutions. As we like to say, family comes first but our clients are a very, very close second.
Senior Portfolio Manager & Investment Advisor
Stepping into Perry’s office, you’d think he ran a bookstore, building clients’ wealth on the side. Multiple copies of self-help, literary classics, finance fundamentals, and children’s novels are spread across a table for clients to take, because “some of the best investments we’ve made have been in educating and empowering our clients.”
For Perry, it all began with a blended love of psychology and finance; attending Concordia University, he graduated with a business degree and quickly started his first role in the industry as a financial planner. For several years, Perry provided tailored wealth solutions and plans for his clients at a major Canadian financial institution. His next role was on the investment side of the industry, where we worked as a Researcher, Portfolio Analyst, Director, and Sr. Portfolio Manager for 10 years in the Private Banking division of another large financial institution. It was then when Perry earned the CFA – the most rigorous designation in financial analysis – and a diploma in financial planning from the Institute Québécois de Planification financière (IQPF).
With over 20 years of wealth management and investment industry experience, Perry now leads a passionate team – The Perry Shak Group of RBC Dominion Securities – with a focus on developing deep relationships with his clients, customizing their investment portfolios to best meet their income and capital preservation needs, tax efficiently, and delivering proactive wealth strategies ranging from estate planning to charitable giving solutions.
Paying it forward is incredibly important to Perry and his answer to “why do you do what you do?” The importance of understanding, empathy, and hard work was instilled at an early age when Perry, growing up in Montreal, and his mom were recipients of community support that played an integral role in helping him along his path. Today, Perry feels fortunate to be in a place where he can give back, to the community, his clients, and his team.
Associate Wealth Advisor
Always fascinated with the world of wealth, in particular, how financial planning and investment strategy complement to enhance a client’s situation – Raluca began her career in banking. After holding progressive relationship manager roles for national banks in Romania, including RoBank, OTP Bank, Finans Bank and Raiffeisen Bank Romania, she made Canada her home to be closer to her sister.
In Canada, Raluca served high-net-worth private banking clients with another major Canadian financial institution, and it was here where she first met Perry.
Today, she co-ensures the excellent experience clients have come to expect from The Perry Shak Group, including coordinating wealth management experts from a variety of specializations as well as with clients’ lawyers and accountants, following up on priority items, assisting with trade execution, and responding to clients’ time-sensitive needs.
Raluca graduated from Romanian-American University with a Bachelor of Commerce and has completed several wealth management courses, most notably, a diploma in financial planning from the Institute Québécois de Planification financière. Raluca constantly seeks new opportunities to advance her skillset, so she can share her knowledge with her clients to help empower their decisions.
Associate
Prior to joining our team, Hunter honed his administrative skills as a branch operations assistant, a client advisor, and an intern in a corporate finance department. His passion for the financial services industry runs deep, and he is committed to helping clients achieve the future they’ve always envisioned. A graduate of the University of Western Ontario, Hunter obtained a Bachelor of Management and Organizational Studies with a specialization in Finance. He has also completed the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH). Away from work, Hunter enjoys staying active by playing soccer and basketball, fishing and snowboarding.
Lucas brings his keen interest in the markets, proactive attitude, and experience as a branch operations assistant to the team. An analytical thinker, he handles administration, delivers exceptional client service, and works with the team to help improve processes. Most of all, he enjoys doing his part to help clients achieve each milestone. Lucas holds a Bachelor of Commerce in Finance from the John Molson School of Business at Concordia University. He has continued his education by completing the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH). Outside of work, Lucas is a car, motorcycle, and fitness enthusiast.
