Knowledge brings confidence. Confidence brings peace of mind.
Knowledge from a trusted team is the foundation to building financial peace of mind. At Shorer Wealth Management, we work with multigenerational families to do just that – leverage our knowledge and experience to create a path forward and help you reach your goals with confidence.
A collaborative approach bolstered by individual strengths
Individually, each member of our team is a wealth expert with specialized skills, unique life experiences, and diverse viewpoints gained through years of education and hard work in the financial industry. Together, we’re even stronger as a team, collaborating alongside one another to deliver you an exceptional client experience.
Kelly Shorer
Debi Cientanni
Paul Maxwell
Chan Wall
Alexander Perrotta
Our service
Educate. Engage. Empower.
At Shorer Wealth Management, we understand that creating a path forward to financial peace of mind can feel like a maze. That’s why we make it our mission to clear a direct path to your goals by educating, engaging, and empowering you every step of the way, leveraging our expertise to help build and preserve your wealth.
Wealth management
Our tailored and process-driven approach to managing your wealth starts with planning. By always remaining curious, we uncover your needs and goals and collaborate with a team of RBC experts to deliver a range of tailored solutions that help clarify your path forward.
Financial planning
Retirement planning
Insurance planning
Education
Credit and lending
Charitable giving
Estate planning
Tax strategies
Investing
Investment management
With Private Investment Management, RBC’s premium investment managing offering, we build you an all-weather, fully customized portfolio based on your risk tolerance, income needs, and other considerations. We invest in high-quality companies that pay dividends and set you up for success for the long term.
Personalized strategies
World-class research
Tax considerations
Risk mitigation
Detailed reporting
Goal setting
Our clients
Various solutions for your varying needs
At Shorer Wealth Management, we recognize that your individual, family, and business needs are dependent upon your unique financial situation. That’s why, over the last 25-plus years, we’ve worked diligently with countless clients to uncover their goals and deliver various strategic solutions that are tailored to them.
Individuals
Helping you build and preserve your hard-earned wealth is our top priority. By uncovering what’s important to you, we’ll create a customized plan that takes into account your goals and helps you achieve them.
Multigenerational families
As your family continues to change, grow, and evolve, so do your financial needs. From financial education to helping you create a lasting legacy, we’ll support you and your family every step of the way.
Medical professionals
You’ve built a career dedicated to service, and so have we. Our aim is to serve your needs as a healthcare professional, and we have a deep understanding of the various financial strategies required to do so.
Retirees
Ensuring you’re well positioned to enjoy your retirement is essential. That’s why we help you plan for and optimize your retirement income, ensuring the next chapters of your life are some of the best yet.
Resources
Blog
Wealth planning guides
To aid you along in your path forward, our team has gathered a variety of helpful guides that may be of interest to our clients. For any additional help or questions, please contact us directly.
Estate planning guide
Prepare for the future and learn the basics of Will and estate planning.
Tax reporting guide
Find important dates and required tax information to make tax time easier.
Take charge of your financial future
Our team is committed to educating, engaging, and empowering you along your financial journey, and it's our aim to help you take charge of your financial future, gain stability, and find abundance for you and your family.
Financial literacy month
Gain a good understanding of the most basic financial concepts with McGill Personal Finance Essentials course.
