The advice you need when you need it

We appreciate that you have worked hard to attain your wealth — and we know that you desire to do good, invest well, and pass on not only your wealth, but also your values to the generations to follow. We also know that managing your wealth can be complex and time-consuming. As your Assante advisor, together we will help you define and prioritize each of your goals and we build a comprehensive wealth plan that will help you achieve them. We will walk beside you throughout your life to help you navigate all of the challenges and complexities you may face along the way. 

Hart Shapiro, CPA, CMA, CFP

Senior Financial Planning Advisor

Hart Shapiro understands that people have diverse needs and require customized solutions. He takes a multifaceted approach to his clients’ wealth, businesses, careers and succession challenges. Hart works with a network of professionals who provide additional expertise to the Wealth Planning process. Trust, dedication, caring and consistent effort are the core values and foundation of his practice.

Hart has extensive business experience, as general manager to manufacturing and distribution businesses. He has experienced first-hand the issues and diverse needs faced by business owners, professionals and their families. Hart has a Certified Management Accountant (CMA) designation and Certified Financial Planner® designation. Hart is licensed to sell insurance within the Manitoba region with Assante Estate & Insurance Services Inc. This has given him the depth of knowledge to support his clients in specialized areas of wealth management. Being a director for nonprofit organizations has also allowed him to support his community in a positive way.

Hart Shapiro’s mission is to simplify and enhance the lives of his clients and their families by providing integrated financial solutions that are tailored to each client's unique objectives. Hart has been doing this for professionals, business owners and individuals who have worked hard for their wealth and want to see their wealth grow and work for them. They are clients who want to enjoy a comfortable retirement and have a succession plan for the next generation.

Hart and is wife Sandra have three children and six grandchildren. Hart's interests outside of his practice are his family and his community.

 

My mission is to help simplify and enhance my client's lives by providing integrated wealth solutions that are tailored to each client's unique objectives. I take the multi-disciplinary approach to my client's wealth, career, business and succession challenges. My team consists of professionals specializing in detailed areas of wealth planning and management. My business has been built through consistent effort, trust, dedication, caring and providing clients with all of their wealth-related needs in one place.

Today, there is much more complexity and choice involved in managing wealth, and for most people, less time to do it all. I can help you make the right decisions and address all aspects of your financial well-being, from investments and insurance, to tax planning and estate planning, to your personal and family wealth, to your business interests.

You could deal with numerous professionals such as an investment sales person, insurance agent and financial planner. Or you could deal with just one trusted advisor, so you can spend more time doing what you love and less time worrying about your wealth.

As your trusted advisory team, I will be there every step of the way to help you make the right decisions for your long-term goals. I see it as a relationship that can last a lifetime, with solutions that evolve with your changing needs, and principles that stand the test of time.

Integrity and dedication to exceptional service are the fundamentals of a successful advisor-client relationship. Through consistent focus on your best interests and ongoing monitoring and managing of your accounts, I will ensure that you remain on track to achieving your goals.

For more information contact: hshapiro@assante.com

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Hart Shapiro CPA, CMA, CFP

Senior Financial Planning Advisor

Investment services and strategies


At CI Assante Wealth Management, we will work with you to develop a personalized wealth management strategy to meet all your financial milestones. Your plan will be designed based on your goals and needs, built with best-in-class investments, and continually monitored to ensure it keeps you on track toward the future you desire. If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.

 

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1345 Taylor Avenue Main Floor
Winnipeg, Manitoba
R3M 3Y9 Canada