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The Shapiro Group’s founders, Harry Shapiro and Arthur Pervin, revolutionized investment management through a team approach that emphasized collaboration and diversity. Today, their methodology still thrives within our dynamic team, where innovation is fuelled by a collective spirit, and every member contributes to shaping the future of wealth management through fresh perspectives and collaborative ingenuity.
Senior Portfolio Manager
From reading investment books at a young age to crafting a Grade 7 term paper on the stock market, Ted’s early fascination with finance laid the foundation for the rest of his career. His interest led him to Queen's University, where he completed a Bachelor of Arts and passed the Canadian Securities Course (CSC) before even graduating.
Ted started his career at a major investment firm, where his relentless drive and acute understanding of market dynamics led to him rising through the ranks from an administrative position – “I did it all,” he recounts. In 1995, Ted joined The Shapiro Group and now serves as Senior Portfolio Manager alongside partners John Kalaydjian and Adrian Brown. His longevity with our team means he has seen his fair number of industry and market changes, but, as he puts it, “The Shapiro Group’s approach and our values have remained steady through it all.”
As Senior Portfolio Manager, Ted oversees The Shapiro Group’s investment discipline, ensuring an all-encompassing and strategic approach is taken to financial management. He is a passionate advocate for financial literacy and can often be found on the phone with a client – providing them with timely advice, educating them on their investments, or just simply catching up.
Ted holds his Chartered Financial Analyst (CFA) and Canadian Investment Manager (CIM) designations from the Canadian Securities Institute. He has completed the Harvard Kennedy School’s Investment Decisions and Behavioral Finance program, as well as the Harvard Business School’s Investment Management Workshop. Ted is also a frequent guest lecturer for McGill University’s Faculty of Management.
Outside of work, Ted enjoys spending time with his wife, Stephanie, and their three teenage daughters. The family enjoys a variety of sports and are regular participants in the 160-kilometre Canadian Ski Marathon. Active in his local community, Ted is the Chair of the Lower Canada College Foundation, a member of the Advisory Board at Camp Nominingue, and the former chair of Nordiq Canada. He and Stephanie also serve as co-chairs of the annual Cedars Cancer Foundation Dragon Boat Fundraiser.
Driven by a genuine passion for investing and a profound understanding of the markets, John began his financial management career with RBC Dominion Securities in 1995, shortly after graduating with a Bachelor of Arts degree from Western University. He spent the next few years honing his expertise and professional skillset before joining The Shapiro Group in 2000 – a serendipitous move that would have a long-lasting impact on the entirety of his career.
“It was a great fit from the start,” says John, who now proudly leads The Shapiro Group alongside partners Ted Kalil and Adrian Brown. “This team and the people are truly one of a kind.”
John’s love for his work is evident in his unwavering commitment to helping people achieve their financial objectives. He works closely with our clients, assisting them in articulating their true financial aspirations and translating those dreams into meticulously crafted financial plans – “I help them see the big picture,” he says.
As Senior Portfolio Manager, John is also responsible for leading our team’s fixed-income strategy, leveraging the insights and knowledge of bond traders and analysts across RBC Dominion Securities to ensure our investment process remains aligned with the ever-changing markets. Dedicated to continual learning, John holds his Chartered Investment Manager designation – the industry standard for discretionary portfolio management services.
John is very active in his local community and enjoys giving back through various philanthropic endeavours. He is an avid traveller and enjoys spending his free time with his family.
“I always knew I wanted to work with the stock market,” says Adrian, one of The Shapiro Group’s Senior Portfolio Managers. “I invested in my first mutual fund at age 13 – and the passion just grew from there.”
Armed with a first-class honours Bachelor of Commerce degree and a graduate diploma in Public Accountancy from McGill University, Adrian turned his passion into a career, first spending five years at a Big Four accounting firm before joining RBC Wealth Management in 2008. After several years with RBC’s Portfolio Advisory Group, where he worked on the RBC Capital Markets trading floor on Bay Street and advised investment advisors across the country, Adrian made the jump to branch management in 2013. He spent the greater part of the next decade leading various offices in Toronto and then Montreal – including, most recently, a downtown Montreal branch where he oversaw nearly 30 advisor teams and more than 90 staff members.
In early 2023, Adrian brought his technical knowledge and know-how to The Shapiro Group – a role he describes as a perfect fit. “I’ve always been driven by a desire to help people,” he says. “And this role allows me to do exactly that.” Alongside partners John Kalaydjian and Ted Kalil, Adrian plays a pivotal role in helping high-net-worth families achieve their goals and create a true multigenerational legacy, and is responsible for overseeing wealth management operations for our team.
A strong believer in lifelong learning, Adrian has obtained his Chartered Professional Accountant (CPA) and Chartered Investment Manager (CIM) designations. He is a frequent guest lecturer for McGill University’s Desautels Faculty of Management and is a member of the board of directors for the Open the Joy Foundation.
Adrian is a proud father to three young children and enjoys spending his free time with family and friends. He is an avid music, art, and travel fan, and is a self-described numismatist – a collector of rare coins and banknotes.
Associate Wealth Advisor
Lillian joined RBC Dominion Securities in 1998 and has been part of The Shapiro Group since 2000. As an associate wealth advisor, she is responsible for managing relationships with many of our clients, ensuring that they receive an exceptional level of advice and service. Lillian takes a great deal of satisfaction in helping clients reach their goals and is proud to have built deep connections with many of them in the 25-plus years she has spent with our team.
Lillian holds a Bachelor of Commerce degree from Concordia University and has achieved the Canadian Investment Manager (CIM) designation. She is also a Financial Security Advisor.
Outside of work, Lillian and her husband can be found shuttling their three kids to various sports and activities. She is a firm believer in giving back to her community and volunteers with The Robb Nash Project, an immersive experience that uses music and storytelling to address difficult topics.
As a strategic advisor for The Shapiro Group, Joel brings over five decades of experience and a wealth of knowledge to our team. His myriad of past roles includes serving as founder and president for Magna Vista Capital Management, where he oversaw more than $1.5 billion in assets for high-net-worth clients, and working as a senior vice president at a global investment management firm.
Joel holds a Bachelor of Commerce degree from McGill University and an MBA from the Wharton School of Business at the University of Pennsylvania. He has been a Chartered Financial Analyst (CFA) since 1977.
Today, Joel plays a pivotal role in advising our team, offering valuable insights and guidance that help enhance our client offerings and drive strategic initiatives.
Associate Investment Advisor
With a passion for building long-term trust with clients, Jason assists our group with the management of client portfolios and ensuring the efficient execution of equity and fixed-income transactions, in addition to completing administrative tasks and requests. He has a keen interest in the equity markets and is actively taking courses toward new industry designations.
Jason has been with RBC Dominion Securities since 2004 and with our team since March 2019. He began his career at RBC in 1999 as a software quality assurance analyst while pursuing his Bachelor of Commerce degree from Concordia University. Dedicated to learning and development, Jason additionally holds a graduate certificate in leadership from McGill University.
Outside of the office, Jason spends his free time with his wife and their two young boys. He is actively involved with his synagogue and likes learning and celebrating holidays with family, friends, and community members. Jason is a sports enthusiast and enjoys nature.
Investment Associate
As an investment associate for The Shapiro Group, Jack provides integral support for our team’s portfolio management operations. His primary responsibilities include conducting research for investment decisions, aiding with daily trading, and providing timely assistance to the team.
A graduate of Dalhousie University, Jack holds a Bachelor of Commerce with a major in accounting and has completed the Canadian Securities Course (CSC) as well as the Conduct and Practices Handbook (CPH) Course from the Canadian Securities Institute.
Jack grew up in Ottawa and has lived in Montreal since 2021. In his free time, he enjoys golfing in the summer and playing hockey and skiing in the winter.
Associate
Joseph joined the Shapiro Group in 2024 after spending almost 2 years at RBC Private Banking. As an associate, he assists with a variety of tasks, including portfolio rebalancing, investment research, and client support. Joseph is a 2023 graduate from the John Molson School of Business, where he obtained a Bachelor of Commerce degree with a major in Finance. He has also completed the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) Course from the Canadian Securities Institute.
When not at work, Joseph enjoys playing baseball and hockey.
Senior Associate
Maria has been working in the financial industry since 1999 and joined The Shapiro Group in 2005. She currently manages all day-to-day operations for our team, leveraging the excellent client service skills and in-depth financial expertise she gained from her past administrative roles. Maria takes a great deal of pride in her work and enjoys sharing her knowledge with both clients and other team members. She holds a degree in Business Administration from Dawson College and studied economics at Concordia University.
Maria spends her weekends with her husband and two boys – often at cycling events or the hockey rink. She also loves to cook and bake.
Maria became a part of The Shapiro Group in 2019, following a 12-year tenure with the RBC Dominion Securities back office. Before joining RBC, she gained experience in a variety of different business fields while working in her hometown of Jakarta, Indonesia, where she also completed her studies at the Academy of Secretary and Management. She is known for her meticulous attention to detail and exceptional problem-solving capabilities, both of which help her explain the “hows” and “whys” of what we do to both clients and team members.
In her free time, Maria enjoys gardening, biking, and hiking in the summer, and cross-country skiing in the winter.
Claudia joined The Shapiro Group in August 2022 after graduating from Queen’s University, where she obtained an Honours Bachelor of Arts degree in Psychology, as well as a Certificate in Business from the Smith School of Business. This unique academic combination has made her a great asset to our operations team, where she serves as the first point of contact for many clients. In 2024, Claudia completed the Canadian Securities Course (CSC) from the Canadian Securities Institute, which helped her develop a deeper understanding of the industry.
When not at the office, Claudia enjoys reading and spending time outdoors, whether that’s on the ski hill in the winter or by the lake in the summer.
Administrative Assistant
Gabriella has been working with The Shapiro Group since January 2023, bringing with her valuable experience from her year-long internship with the RBC Dominion Securities management team. She holds a Bachelor’s degree in International Business with a minor in Finance at the John Molson School of Business, which she completed in 2024. Her hardworking attitude and dedication to learning have made her a valuable asset to our operations team.
Outside of work, Gabriella enjoys spending time with her loved ones and has a talent for baking desserts – which our team is extremely grateful for! She is excited to continue to learn and grow with The Shapiro Group.
That’s The Shapiro Group difference.