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

Cynthia Davies

Administrative Assistant

Cynthia provides the administrative support for our team. Cynthia helps our clients by taking care of administrative inquiries, statements and schedule appointments.

Betsy Nolin, B.A., CFP®

Regional Wealth Planner

As a Regional Wealth Planner, Betsy Nolin facilitates the delivery of wealth planning reports. Using a needs-based approach, Betsy works with our clients to not only gather pertinent financial information, but more importantly, to identify issues and help our clients articulate and document their goals in order to build plans that meet their complex needs. Working with the support of the wealth planning team, Betsy delivers plans that address retirement planning, cash flow management, risk management, business planning and estate planning.Betsy became part of CI Assante Private Client in 1992. Her experience in wealth planning and financial services spans over 25 years. First, she was a member of our team in Saskatoon and in 1997 she transferred to Winnipeg, becoming a Private Client Manager in 2001; and subsequently a Regional Wealth Planner in 2009.Betsy has a Bachelor of Arts degree in Economics from the University of Saskatchewan. In addition, she holds her Certified Financial Planner® (CFP®) designation.

Bradley Charlton CLU, ChFC, CHS

Regional Vice-President, Estate Planning

As a Regional Vice-President, Estate Planning Bradley Charlton is well-positioned to deal with the technical aspects of our clients’ more complex situations. He works to mitigate risk, protect assets, and provide tax deferral strategies and solutions that allow a smooth transition of estate or business assets to the beneficiaries or surviving partners. He provides in-depth information on various insurance products and services that compliment the overall wealth management for our clients. Brad joined Assante Estate and Insurance Services Inc. in 2007. His career in the financial services industry spans 26 years with roles of increasing responsibility with major insurance companies throughout Western Canada, initially in Winnipeg and more recently in Calgary. He has spoken at many educational events, is a member of the Conference for Advanced Life Underwriters (CALU), and a member of the Estate Planning Council of Calgary. Brad is based in Calgary and services Western Canada and Yukon. With access to a wealth of tools and resources, Assante advisors are supported by the insurance specialists at Assante Estate and Insurance Services Inc.

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