Liam Shapiro
Job title: Advisor, Sun Life
Languages spoken: English
Area(s) served: Greater Toronto Area, Ontario, Canada
Helping professionals, families, and business owners build financial confidence for the future
Serving Clients across Ontario, with a focus on the Greater Toronto Area, I help individuals and families make smart financial decisions early in life. Whether you're building wealth, protecting what matters most, or planning for future goals, I provide personalized guidance tailored to your situation. My approach is simple: take the time to understand your needs, put in the effort, and help you create a strategy that fits your life.
Who we service
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Business owners
Families
Gen Z
Service highlights
Wealth building & investment guidance
- Helping Clients develop long-term investment strategies aligned with their goals.
Insurance & risk management
- Helping protect families, businesses, and future plans from unexpected events.
Family & lifestyle planning
- Supporting major life milestones, from growing families to home ownership and beyond.
Business & employee solutions
- Helping business owners and professionals navigate benefits, protection, and long-term planning needs.
Let's talk about your goals and the steps you can take today to build a stronger financial future.
Products and services
Health insurance products
Life insurance products
Saving, budgeting and investing
Stay informed
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Getting ahead financially isn't about making one "perfect" decision. It's about consistently doing the basics well: Saving for what you want, protecting what you've worked for, and having a plan that keeps you moving in the right direction.
Genuinely, there's no need to do it all at once. Start where you're at, figure out one smart decision you can make today, and continue building from there!
If you're ever feeling unsure of what that next step looks like for you, happy to chat.
https://advisor.sunlife.ca/liam.shapiro/