Success is difficult to define, especially when it comes to wealth
The definition of success varies from one person to the next, and just when we think we’ve defined it, it evolves: your family expands, business thrives, the unexpected ignites a passion for philanthropy. At the end of the day, each of us decides what wealth and success means to us and to what extent we’ve achieved it. But, we’re not alone in how we get there. The Perry Shak Group of RBC Dominion Securities is dedicated to being the how. Your honest guide in navigating the complexities of wealth to reach your and your family’s goals, no matter where you’re coming from or where you want to go.
20 years, three beliefs
Trust, the most important currency
For over 20 years, we've focused on steady communication, understanding, honest guidance, and delivering on what we say.
Grit leads to growth
Like scaling a mountain, it's distracting to keep looking up, so we help our clients take important, intelligent steps towards their goals.
Pay it forward
Giving back is part of our group’s DNA and we are happy to support as many causes as we can, including those our clients care about.
Proactive strategies, expert advice, honest guidance
It’s important that our clients know just how important they are to us, and we show it in our responsiveness, adaptability, and proactive solutions. As we like to say, family comes first but our clients are a very, very close second.
Perry Shak
Raluca Popescu
Hunter Anderson
Lucas Chiotis
Achieve your goals
Our goal is to help you achieve yours
For over 20 years, we’ve helped a diverse set of high-net-worth families achieve their personal and evolving definitions of success. Drawing from our years of experience, we've developed a process that helps us deliver a consistent, excellent experience to each and every client.
Discover
Our process begins and continues with getting to know you and internalizing your personal and financial goals, concerns, and opportunities. It’s important to us that we dedicate the required time and attention to building your trust and our understanding.
We consider you and your family, extended members of our own, and aim to build an all-encompassing wealth plan and investment strategy that captures what’s important to you.
Financial Literacy
GetSmarterAboutMoney.ca is an Ontario Securities Commission website providing financial resources to enhance your financial knowledge. Tip: Check out the Calculators & Tools section.
The McGill Personal Finance Essentials Course
This free course is offered in collaboration with RBC Future Launch and The Globe and Mail. The course is composed of 8 short modules ranging from budgeting to borrowing. At your convenience, you can decide which videos and modules you wish to view.
Paying it forward
When we elevate others, we make the world a better place
Giving back is a big part of our team's DNA, from helping you build and protect your wealth to supporting the causes you care about. We feel fortunate to be in a position to give, and, for us, genuine success is all about the impact we're leaving on the world.
Redefine Success is a charitable movement
Redefine Success is a movement to change the way we perceive success – one important cause at a time. By engaging successful professionals with insightful and entertaining events, and donating 100% of the profits to a variety of important causes, Redefine Success is committed to giving back as much as possible.
Auberge Shalom pour femmes is a Jewish community-based centre addressing the needs of all women and children whose lives have been affected by conjugal violence. They provide a continuum of professional services in both a shelter setting and an external counselling and resource office. All services are provided in a safe, confidential and supportive environment. Auberge Shalom is committed to breaking the cycle of conjugal violence through education, prevention and advocacy.
Literacy Unlimited is a community organization dedicated to changing lives through improved adult literacy. They value a strong presence in the community and regularly participate in local events to raise awareness around the importance of literacy and essential skills.
When you or someone you love hears the words “you have cancer”… It’s one of the darkest moments in your life. The light and warmth that the Leukemia & Lymphoma Society of Canada generates delivers hope in time of despair, community in place of loneliness and life-saving research & support for cancer patients and their families.
The West Island Cancer Wellness Centre (WICWC) is a registered charity dedicated to offering compassionate care and support to anyone experiencing cancer – either having it themselves or supporting someone with it.
Charlie’s Foundation is a Canadian and Dominican non-profit organization that teaches Dominican youth the English language, connecting them with the wider world and improving their future career prospects. Their method combines English lessons with tennis instruction, because they believe in the power of sport to motivate, challenge and inspire.
Autism Speaks Canada is a national Canadian charity, dedicated to promoting solutions across the spectrum and along a life span for needs of people with autism spectrum disorder and their families.
Make-A-Wish creates life-changing wishes for children with critical illnesses. Along with the national office, eight regional chapters grant magical wishes to children in need from coast-to-coast. Make-A-Wish Canada is an affiliate of Make-A-Wish® International, the largest wish-granting organization in the world, making dreams and wishes come true for more than 480,000 children since 1980.
Impact, so far
300K raised with partners
300+ donors
10+ causes
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The Perry Shak Group of RBC Dominion Securities
Email:psgroup@rbc.com
Phone:514-840-7105