Michael Shaw, CIM
Portfolio Manager & Investment Advisor
Less to think about. More to enjoy.
Our team is poised to help you take advantage of opportunities, handle challenges, and ultimately reach your goals. Taking an all-encompassing, personalized approach, we lean on the sophisticated tools, best-in-class resources, and esteemed specialists of RBC to manage, grow, and preserve your wealth.
Professionals at your service
Michael embraces a personalized methodology to gain an understanding of clients' sophisticated requirements— capital preservation, income generation, risk management, and accumulation. Together with his team, he acts as a concierge to direct the full resources of the firm toward pursuing customized strategies. Michael collaborates in a high touch manner to foster long-term relationships across multiple generations. He derives a great deal of personal satisfaction from assisting his clients with the financial aspects of their busy lives.
Who We Work With
Our clientele are those that are looking for professional help to take the next step, whatever that may be.
Incorporated Professionals
Lawyers, Doctors, Accountants, and Commercial Real Estate Agents who are incorporated have an additional layer of complexity that needs to be handled with care.
Business Owners & Entrepreneurs
Whether you're successfully building a business or thinking about the next step, our team will help you protect what you've built through careful planning.
Professionals & Families
If you're accumulating wealth, planning for retirement, or looking out for the next generation, we have tools in place to help you get there.
US & Cross-border
As an American or International investor you have specific rules you need to follow when investing. Our team is licensed to help manage things like PFIC rules and cross-border taxation while not limiting your options.
Your Path to Tailored Wealth Management
We start by listening. Before we talk strategy, tax optimization, or investment philosophy, we want to understand who you are, what you've built, and what comes next. That foundation shapes everything we do together. Here's how we work with you:
Initial Consultation Call
Opening a Conversation, Not a Transaction
We begin by getting to know you. Your background, your vision, and what matters most to your family or business. This conversation allows us to explore whether our approach aligns with your expectations and whether a partnership makes sense for both of us. No assumptions, no pressure. Just clarity.
Discovery Deep Dive
Understanding the Full Picture
During this meeting, we move beyond surface-level information. We ask detailed questions about your personal circumstances, financial position, existing investments, business interests, and the specific goals driving your wealth decisions. Whether you're planning for retirement, managing proceeds from a business sale, or navigating complex tax situations, we listen carefully to understand what success looks like for you.
Our planning team then develops a detailed financial analysis to identify gaps, opportunities, and establish the foundation for your strategy.
Strategy Review & Recommendations
From Analysis to Action
We present our initial analysis and walk through it together. This isn't a one-way presentation; we gather your feedback at each step, refining our understanding as we go. We then outline our recommended strategy with specific, actionable recommendations and a clear implementation timeline. By the end of this meeting, you'll have a tangible roadmap and the option to move forward with our team.
Extended Planning
Beyond the Foundation
Once your foundation is in place, we go deeper. Our specialists develop comprehensive recommendations across estate strategy, tax optimization, business succession, philanthropic impact, and generational wealth transfer, working alongside your legal and accounting advisors to ensure seamless implementation.
Ongoing Monitoring & Adaptive Planning
Your Plan Evolves With You
A financial plan is only as valuable as its ability to adapt. Markets shift. Businesses grow. Families change. We monitor your progress regularly and adjust your strategy as your circumstances evolve, ensuring your plan stays aligned with your goals and risk tolerance. Your wealth management is a partnership that evolves with you, year after year.
How we serve your wealth in its entirety
Our full-service offering integrates disciplined portfolio management with comprehensive wealth planning—all supported by experienced specialists throughout our robust RBC network.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.