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.

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® and Chartered Investment Manager®. He has spent the past 11 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 2015, 2016, 2017, 2018, 2019 and again in 2020, Adam was nominated for the Wealth Professional Awards "Young Gun 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 teaches several accredited courses in financial planning at various levels of expertise to both advisors and investors. He is also an instructor for the Certified Financial Planner® designation. 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.

Mary Lynn Brian

Client Services Coordinator
CFP

Mary Lynn Brian 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 ensures our office staff always have smiles on their faces.

Mary Lynn Brian was born in Ottawa and grew up in the west end of the city. She recently joined our team in January 2020 and brings over 25 years of experience in the financial services industry. She achieved the Certified Financial Planner® (CFP) designation in 2020.

When Mary Lynn is not in the office, you can find her spending time with family, finding peace through yoga, manicuring her garden, or paddle-boarding at her cottage.

Mandeville Private Client Inc.

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

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

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.

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