What we offer

Wealth Management

Wealth management is a comprehensive approach to helping you achieve your goals in life. It gives you the confidence you need to make sound financial decisions, plus the freedom to live life the way you want. It also provides a clear roadmap for your future by addressing all aspects of your financial situation at each stage of your life. Every step of the way, you are guided by The Shapiro Group who will help you realize your personal aspirations.

With the wealth management approach, The Shapiro Group will help you:

• Clarify your individual needs
• Establish specific goals
• Bring together all the solutions you need to effectively manage your wealth

Wealth management extends beyond investment advice and money management, helping you protect your lifestyle, manage your nest egg, plan your retirement and create your legacy. The Shapiro Group will guide you and your family through each life stage by helping you understand the various financial issues, concerns and opportunities you face.

Portfolio Management

RBC Dominion Securities Private Investment Management offers a premium level of discretionary wealth management designed to free you from the day-to-day details of managing your wealth.

Private Investment Management gives you the confidence to pursue your goals, knowing your wealth will be managed according to the highest standards.

With Private Investment Management, you get a completely customized portfolio designed by The Shapiro Group. Your portfolio is built from the ground up based on factors such as growth requirements, income needs and risk tolerance. Because your approval is not required for every single transaction, The Shapiro Group is able to take advantage of investment opportunities quickly and efficiently. The group must also work within specific guidelines established in advance and is accountable to these guidelines, which are regularly reviewed and adjusted according to your needs.