Your partner in enduring wealth management
With a rich history dating back to 1966, The Shapiro Group is proud to be one of the longest-standing partnerships at RBC Dominion Securities – a legacy that showcases our commitment to seamless service across generations and allows us to offer high-net-worth families across Montreal, Toronto, and beyond a rare blend of tradition, experience, and innovation. Composed of three principal partners – Ted Kalil, Adrian Brown, and John Kalaydjian – and a team of highly qualified associate advisors, associates, and strategic advisors, we offer a depth of expertise and breadth of knowledge that is truly unparalleled across the industry.
OUR TEAM
Industry leaders. Innovators. Specialists.
The Shapiro Group’s founders, Harry Shapiro and Arthur Pervin, revolutionized investment management through a team approach that emphasized collaboration and diversity. Today, their methodology still thrives within our dynamic team, where innovation is fuelled by a collective spirit, and every member contributes to shaping the future of wealth management through fresh perspectives and collaborative ingenuity.
Ted Kalil
John Kalaydijian
Adrian Brown
Lillian Jasinski
Our approach
Forward-thinking strategies tailored to you
At The Shapiro Group, our approach transcends conventional wealth management. Leveraging a team-based philosophy and an unwavering commitment to client service, we provide you with a personalized and comprehensive experience tailored to your unique needs.
Why work with us?
Our continuous commitment
We’ve been making a difference in our clients’ lives for nearly 50 years – and will continue to do so in the decades to come. Our unique team structure allows us to ensure that your wealth will remain properly and professionally managed over time.
Our no-voicemail policy
We ensure that our clients are able to access the services and assistance they need the moment they need it through our no-voicemail policy – and we’re in the office five days a week to assist you in person as well.
Our integrated services
We’re happy to work alongside your lawyer, accountant, and other business professionals to ensure total alignment with all aspects of your wealth. Need a recommendation? We’ll connect you to someone from our trusted network of industry partners.
Safeguarding your investments
Our investment management approach is grounded in a deep understanding of your unique financial journey, emphasizing prudent decision-making and effective risk mitigation. As a client, you can rest assured, knowing that you’ll benefit from:
Preserving and growing wealth is a dynamic process that requires a nuanced and individualized approach. Our team will collaborate with you to construct a diversified strategy that not only reflects your aspirations but also remains resilient against market fluctuations.
Enjoy the freedom to focus on what truly matters while our active management approach takes care of the rest. Our team proactively looks for ways to adapt your portfolio to capitalize on fast-moving opportunities, all within the context of your unique financial goals.
You’ve worked hard to build your wealth – and we work just as hard to protect it. Regular reviews, risk assessments, and continual monitoring provide an extra level of assurance, reinforcing the stability and security of your financial assets.
Managing your wealth
Our comprehensive wealth management approach begins with examining your short- and long-term goals, priorities, and dreams, before crafting a financial plan uniquely tailored to you. Depending on your needs, this plan could include:
Our tax planning services extend beyond minimizing liabilities – we proactively identify opportunities to enhance your financial position and align your tax strategy with your broader wealth management objectives.
We recognize the importance of creating a multigenerational wealth legacy. Our team focuses on crafting Will and estate solutions that honour your wishes and ensure a seamless transfer of wealth to future generations.
Navigating the complexities of wealth management requires a comprehensive strategy that ensures robust insurance planning. We specialize in crafting personalized insurance plans that help you protect what matters most.
Our story
Discover a decades-long legacy of excellence
Built on the values of dedication, integrity, and transparency, our team’s story is a journey marked by unwavering commitment. From our earliest beginnings in the 1960s to today, we’re proud to have helped generations of families navigate the ever-evolving landscape of wealth management with compassion, trust, and care.
1963
Arthur Pervin begins his career in the investment industry.
1966
Following his time with the Royal Canadian Air Force, Harry Shapiro starts H. Shapiro & Co. in Montreal, QC.
1977
Harry Shapiro and Arthur Pervin join forces and found The Shapiro Group of RBC Dominion Securities.
1995
Following several years at another leading firm, Ted Kalil joins The Shapiro Group.
2000
After spending five years working elsewhere within RBC Dominion Securities, John Kalaydjian joins The Shapiro Group.
2019
Morton Spector merges his practice with The Shapiro Group, following nearly 30 years with RBC Dominion Securities.
2023
Adrian Brown joins The Shapiro Group as a Senior Portfolio Manager, bringing nearly two decades of financial industry experience.
2023
After an illustrious career spanning over five decades, Joel Raby joins The Shapiro Group.
Our founders
A legacy of trust and continuity
At the core of our rich and varied history are our founders – Harry Shapiro and Arthur Pervin. Their values, heart, and drive live on in everything we do today.
Doing things differently
When Harry Shapiro and Arthur Pervin started The Shapiro Group in 1977, they sought to move away from the traditional labour-intensive, single-broker model that was popular in the industry at the time. Their solution – an innovative approach that leveraged the specialized skill sets of each team member – helped to improve efficiency and client satisfaction and built the foundation for the work we still proudly carry on almost 50 years later.
Harry Shapiro
A highly decorated World War II veteran, a pillar of Montreal’s financial community, and a trusted advisor to investors and their families, the late Harry Shapiro makes an honourable namesake for our team.
Arthur Pervin
A core part of our team since its earliest beginnings, Arthur Pervin's thoughtful advice, insightful knowledge, and innovative spirit shaped The Shapiro Group into the practice it is today.
Harry Shapiro
Career
A highly decorated World War II veteran, a pillar of Montreal’s financial community, and a trusted advisor to investors and their families, the late Harry Shapiro makes an honourable namesake for our team.
Harry founded The Shapiro Group of RBC Dominion Securities (then called Dominion Securities Pitfield Ltd.) with partner Arthur Pervin in 1977. Together, the two pioneered an innovative team-based approach that quickly led to The Shapiro Group being recognized as one of the leading wealth management practices in the Montreal area and beyond. Harry was dedicated to client service and was constantly finding new ways to improve processes in an industry marked with changes. His passion for making a real difference in the lives of others, along with his core values of dedication, integrity, and transparency, remain the foundation of our team and the work we do.
“The investment business is very exciting and demanding. It is affected by politics, the economy, and just everything. You have to make decisions quickly and act quickly.” – Harry Shapiro
Harry was the first person of Jewish faith to be awarded a seat on the Montreal Stock Exchange. Even after his passing in 2006, both he and his name remain well-known and respected in the Montreal community.
Military life
After enlisting in the Royal Canadian Air Force at 25, Harry joined the “pathfinders” – a volunteer team tasked with undertaking high-risk missions over enemy territory. With his fellow pathfinders, Harry completed 49 missions over enemy territory in Germany and Italy. He even joined what the soldiers called the “Caterpillar Club” when he was forced to flee a plane by way of a parachute (which was made with caterpillar silk).
“Being caught in the enemy’s searchlights is a strange and harrowing experience indeed. I described it as being suddenly caught naked. Or you’re caught with your hand in the cookie jar.” – Harry Shapiro
During and after the war, Harry received several honours for his skill, bravery, and dedication. At Buckingham Palace, he received the Distinguished Flying Cross from King George VI himself. He was also inducted into Canada’s Hall of Valour in Ottawa.
Personal life
Harry was born in the Westmount neighbourhood of Montreal in 1915 and lived in the city all his life. He attended Westmount High School, where he discovered a life-long love of sports and fitness. Later, he married Liliane Kostoris, and together they had two sons, Paul and Richard. Harry kept active well into his 60s, frequently partaking in tennis, squash, and callisthenics.
Arthur Pervin
Career
A core part of our team since its earliest beginnings, Arthur Pervin's thoughtful advice, insightful knowledge, and innovative spirit shaped The Shapiro Group into the practice it is today.
Arthur began his storied career as a stockbroker in 1962, working with several leading firms before shifting to branch management roles a decade later. In 1977, he bumped into Harry Shapiro at a bank branch in downtown Montreal, and the two joined forces to form The Shapiro Group of RBC Dominion Securities (then called Dominion Securities Pitfield Ltd.).
Arthur’s skill in equities seamlessly blended with Harry’s mastery of bond investments, and together the two shaped a distinctive approach to wealth that The Shapiro Group still utilizes today. This partnership was more than a strategic alliance; it was a reflection of their commitment to providing clients with a well-rounded and effective service.
Today, their collaborative foundation continues to guide our team, ensuring we remain at the forefront of delivering exceptional financial solutions.
“Arthur was extremely helpful to me in the early days of my career (more than 20 years ago), having taken me ‘under his wing’ and sharing everything he knew about the wealth management business. I still recall the sound advice and guidance that Arthur provided me back then.” – David Agnew, CEO of RBC Wealth Management Canada
Personal life
Arthur is a graduate of Sir George Williams University (the predecessor school to Concordia University). He and his wife, Helaine, are proud to give back through a variety of community initiatives.
An unmatched level of service and a truly exceptional standard of care
That’s The Shapiro Group difference.
Phone:514-878-7052