Lake

Adam Schacter
Financial and Investment Advisor
Discretionary Portfolio Manager

CFP, CIM, EPC, CEA, FCSI

A personalized and independent financial process that puts every piece of the financial puzzle together as your life unfolds and your needs evolve

"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.

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Adam Schacter

Financial and Investment Advisor
CFP, CIM, EPC, CEA, FCSI

Adam Schacter focuses on working with his clients to create long-term, personalized financial plans, oversees the portfolio design, and ensures they are tax-efficient.

Adam is a Certified Financial Planner®, Chartered Investment Manager®, and Discretionary Portfolio Manager.  He has spent the past 13 years serving business owners and their families.  Prior to aligning with Mandeville, Adam worked as an advisor with Manulife Securities, covering financial planning, insurance planning, and tax planning. 

In each of the past 7 years from 2015 to 2021, Adam has been given the shortlist distinction of Finalist for the Wealth Professional Awards "Young Achiever of the Year", given annually to the top advisor in Canada under 40 years old. 

In 2018, Adam was named a Fellow of the Canadian Securities Institute (FCSI®) - the highest honour and most senior credential in Canadian financial services. He graduated from Carleton University in 2005 with a BSc in Biochemistry.

When he's not in the office, Adam spends time reading and singing to his daughter Everly, and dancing in the kitchen with his partner Ashley. Adam teaches several accredited courses in financial planning at various levels of expertise to both advisors and investors. He enjoys staying active in a number of team and individual sports, is an avid cook, and devotes time to the Hillel Lodge Long-Term Care Foundation. 

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Tess Robertson

Executive Assistant

Tess Robertson focuses primarily on ensuring the client experience offers an elevated level of service and communication that exceeds expectations.  She provides another touch-point for contact and advice, assists with the creation of financial plans, manages the onboarding process, and is a fast and efficient primary contact for any client inquiries.

Tess was born in Ottawa and graduated from Acadia University with a degree in Finance and Economics.  She has a wealth of experience in financial services in both the public and private sectors

When Tess is not servicing your inquiries, she loves spending time with family and friends, sitting poolside, and creating (and eating) Italian cuisine.

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Mandeville Private Client Inc. - The Investment Dealer

The Wealthy Invest Differently.  At Mandeville we understand this and have made it our mission to provide access to investment opportunities both within the public and private realm that are typically reserved for the affluent and institutional investor.

Mandeville received the National Fundserv Award for Advisor Network/Brokerage of the Year in 2017 and 2018; and is again nominated in 2019.

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Fidelity Clearing Canada ULC - The Custodian

Fidelity Clearing Canada ULC provides execution, clearing, custody and back-office support services to Canadian registered brokerages firms and portfolio managers.

Since establishment in 1946 as a privately held company, Fidelity has always had the flexibility to take a long-term view. With over $3T in assets, our scale and scope allow us to put our expertise to work developing integrated solutions that meet our customers' needs and drive results.

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Capital Wealth Partners - The Physical Office Space

Capital Wealth Partners was founded to offer a full suite of financial advice and services.  We strive to educate our clients about their financial health and wealth. As Wealth Partners, we are accomplished Financial Advisors with extensive experience in planning, designing and implementing the solutions that aim to build your financial future.

A coffee and a second opinion

Are you on track?

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.