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

About

Adam Schacter is a Financial and Invesmtent advisor with Mandeville Private Client Inc.

 

Adam has partnered with the organizations and entities needed to ensure a superior level of service, product offerings and expertise.

 

Full bio below.

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 9 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 and again in 2019, 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. 

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.

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.

Capital Wealth Architects

Capital Wealth Architects 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 Architects, 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

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.