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  1. CA
  2. ON
  3. Ottawa
Adam Schacter CFP, Financial and Investment Advisor
Adam Schacter CFP, Financial and Investment Advisor
5.0
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Services Excellence Summary

Adam Schacter CFP is a highly recommended financial and investment advisor who has garnered positive reviews from his clients. Customers appreciate Adam's honesty, professionalism, and dedication to their best interests. He takes the time to explain complex financial matters in a way that is easy to understand, making him an ideal choice for those with limited experience or background in finance. Adam's expertise in financial planning and tax efficiency helps his clients save money and stay on track to achieve their financial goals. He is known for his responsiveness and accessibility, always being available to answer questions and provide updates. With his wealth of experience and commitment to helping people, Adam Schacter CFP is a trusted advisor who is passionate about ensuring his clients' financial stability. Unique facts about Adam Schacter CFP, Financial and Investment Advisor: 1. Certified Financial Planner(r), Chartered Investor Manager(r), and Discretionary Asset Manager(r). 2. Finalist for the Wealth Professional Awards' "Young Achiever" for seven consecutive years. 3. Named a Fellow by the Canadian Securities Institute in 2018, the highest honor and most senior credential for financial services in Canada. 4. Graduated with a BSc degree in Biochemistry from Carleton University. 5. Certified instructor in Financial Planning for both investors and advisors. 6. Active involvement in sports, enjoys reading, singing, dancing, and cooking. 7. Devotes time to the Hillel Lodge Long-Term Care Foundation. Adam Schacter CFP, Financial and Investment Advisor specializes in developing long-term financial plans for his clients. He works closely with them to understand their individual goals and designs portfolios that are tailored to their needs. Adam's expertise in tax planning ensures that his clients pay less in taxes and have a better understanding of their financial plans. He is committed to helping his clients achieve financial success and guides them throughout the process with professionalism and sincerity.

 

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PROS
recommend (8)
highly recommend ... (5)
comprehensive (2)
helped me (2)
highly recommend ... (1)
got the job done ... (1)
very professiona ... (1)
very efficient (1)
in good hands (1)
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Adam Schacter CFP, Financial and Investment Advisor Reviews: 30. Average Rating: 5.0
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