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: firstname.lastname@example.org
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