Adam Schacter focuses on working with 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 8 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 and again in 2017, 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. 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.