Adam Schacter CFP, Financial and Investment Advisor

Adam Schacter CFP, Financial and Investment Advisor Adam Schacter, CFP, has been doing detailed financial planning with Jean-Frederic and clients for many years. He is a Chartered Investment Manager and Discretionary Asset Manager. Over thirteen years, he has helped over 300 families of business owners. Manulife Securities was where Adam served as an advisor for financial planning and insurance planning as well as tax planning. He was a finalist for the Young Achiever of the Year Wealth Professional Awards for the last seven years (2015-2021). These prestigious awards recognize 40-year-old advisors throughout Canada. The Canadian Securities Institute made Adam a Fellow and awarded him London Life's highest honor. In 2005, he graduated with a B.Sc. degree in Biochemistry from Carleton University. He spends most of his free time singing and dancing with his child, Everly, and Ashley, his life partner. Adam is a certified instructor in Financial Planning for investors and advisors at different levels. Additionally, he is active in several sports, both as an individual and team player, and loves cooking. Adam is a volunteer at the Hillel Lodge Long-Term Care Foundation, which he uses to give back to the community. At the Brad Financial Group Meetings, Adam offers financial insights and advice.

The professionals must commend Adam's client service, professionalism, and commitment to ensuring maximum satisfaction. The financial planner uses simple language to educate clients about their options, helps them comprehend each aspect of financial planning, and replies to their inquiries or issues promptly. Satisfied clients commend Adam for making financial planning and investments simple and clear-cut. They say he is honest and trustworthy, helping them confidently reach their financial objectives. Adam has amassed an estimated 4.9-star rating from almost 800 consumers, with his excellent client service and customer satisfaction being some of the best-received elements. One customer noted that they felt like they were his only client.