613-728-0101

1565 Carling Ave, suite 610
Ottawa, ON
K1Z 8R1

Know Your Advisor: IIROC Advisor Report

Mandeville Private Client Inc. and the Winged Lion Design are trademarks of Mandeville Holdings Inc.

Mandeville Private Client Inc. is a Member of the Canadian Investor Protection Fund and IIROC.

Insurance products and services are offered by life insurance licensed Financial Advisors through Mandeville Insurance Services Inc.

Disclaimers

Adam Schacter

Financial and Investment Advisor

CFP, CIM, EPC, CEA, FCSI

Working with Adam

Helping my clients make the right financial decisions

I am fully committed to helping you achieve your financial goals by providing personal attention, quality services and professional advice.

"Adam has worked with us to identify our financial goals and we are working to make them happen. We meet regularly to make sure we’re on track and he keeps on top of things for us by being pro-active."

- A. D.

Offered Services

Many aspects of your financial situation depend upon and affect each other, all working together to help create a strong financial outlook

Financial Planning

Comprehensive Portfolio Management

Insurance Solutions

Estate Planning

Investment Strategies

Ongoing Investment Monitoring

Want to learn more about our services and costs? Contact us today.

Wealth Management

Cash-Flow and Financial Management

Periodic Reviews

Retirement Planning

Income Distribution

Coordination with Other Professionals

Tax Planning

Tax Preparation Services

Education Planning

The Wealthy Invest Differently.

The Mandeville Difference

Mandeville Private Client provides its investors with access to private and alternative investment solutions normally only available to Pension Funds and the Ultra-Wealthy.

A coffee and a second opinion

Reach out to schedule a second opinion on your financial plan.

In 15 minutes, we can evaluate your situation, identify opportunities and areas of concern, and create an action plan for you and your family.

No cost and no commitment.