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Dimitri Shapiro Cfa
Investment Counsellor at Rbc Ph&N Investment Counsel
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Work Experience
Investment Counsellor
Jun 2013 - Present · 11 years and 6 months
Co President
Jun 2015 - Jan 2018 · 2 years and 7 months
Member Of Mbot & Committee Member Of Ngen - A Collective Of Young Professionals And Entrepreneurs
Jun 2015 - Sep 2016 · 1 years and 3 months
Company Details
At RBC PH&N Investment Counsel, clients experience the sophistication and personalized service of an investment boutique, supported by the strength, stability and global reach of RBC – Canada’s largest financial institution. RBC PH&N Investment Counsel provides discretionary wealth management services to high-net-worth individuals and families who typically have investable assets of $5 million or more, business owners and executives, as well as not-for-profit organizations. Located in offices nationwide, our team of highly-qualified investment professionals enjoys a reputation for integrity, investment insight, personalized client service and a tailored approach to wealth management focused on our clients’ unique needs and circumstances. We draw upon the expertise of RBC Family Office Services to provide clients with an unparalleled, innovative range of solutions and services to effectively manage their wealth, including sophisticated investment management, private banking, international trusts and estate planning, business succession planning and more. For information about our legal terms of use, please visit www.rbc.com/legal/#social_media.
Year Founded
1964
Social Media
Linkedin
Industry
Investment Management
HQ Location
155 Wellington Street West 17th Floor Toronto, ON M5V 3K7, CA
Keywords
Discretionary Wealth ManagementInvestment CounsellingHigh-Net-Worth Portfolio ManagementEstate PlanningRetirement PlanningBusiness Financial Planningand Not-For-Profit Organizations
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