RBC Mobile
Royal Bank of Canada FREE - On Google Play
Royal Bank of Canada
GET — On the App Store
At The Shapiro Group, our approach transcends conventional wealth management. Leveraging a team-based philosophy and an unwavering commitment to client service, we provide you with a personalized and comprehensive experience tailored to your unique needs.
We’ve been making a difference in our clients’ lives for nearly 50 years – and will continue to do so in the decades to come. Our unique team structure allows us to ensure that your wealth will remain properly and professionally managed over time.
We ensure that our clients are able to access the services and assistance they need the moment they need it through our no-voicemail policy – and we’re in the office five days a week to assist you in person as well.
We’re happy to work alongside your lawyer, accountant, and other business professionals to ensure total alignment with all aspects of your wealth. Need a recommendation? We’ll connect you to someone from our trusted network of industry partners.
Our investment management approach is grounded in a deep understanding of your unique financial journey, emphasizing prudent decision-making and effective risk mitigation. As a client, you can rest assured, knowing that you’ll benefit from:
Preserving and growing wealth is a dynamic process that requires a nuanced and individualized approach. Our team will collaborate with you to construct a diversified strategy that not only reflects your aspirations but also remains resilient against market fluctuations.
Enjoy the freedom to focus on what truly matters while our active management approach takes care of the rest. Our team proactively looks for ways to adapt your portfolio to capitalize on fast-moving opportunities, all within the context of your unique financial goals.
You’ve worked hard to build your wealth – and we work just as hard to protect it. Regular reviews, risk assessments, and continual monitoring provide an extra level of assurance, reinforcing the stability and security of your financial assets.
Our comprehensive wealth management approach begins with examining your short- and long-term goals, priorities, and dreams, before crafting a financial plan uniquely tailored to you. Depending on your needs, this plan could include:
Our tax planning services extend beyond minimizing liabilities – we proactively identify opportunities to enhance your financial position and align your tax strategy with your broader wealth management objectives.
We recognize the importance of creating a multigenerational wealth legacy. Our team focuses on crafting Will and estate solutions that honour your wishes and ensure a seamless transfer of wealth to future generations.
Navigating the complexities of wealth management requires a comprehensive strategy that ensures robust insurance planning. We specialize in crafting personalized insurance plans that help you protect what matters most.
That’s The Shapiro Group difference.
