Financial and Investment Advisor
Discretionary Associate Portfolio Manager
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®, Chartered Investment Manager®, and Discretionary Associate Portfolio Manager. He has spent the past 14 years serving business owners and their families. Prior to aligning with Embark Wealth and Designed Securities, Adam worked as an advisor with Mandeville Private Client Inc., covering portfolio management, financial planning, insurance planning, and tax planning.
From 2015 to 2021, Adam was given the shortlist distinction of Finalist for the Wealth Professional Awards "Young Achiever 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 spends time reading and singing to his daughter Everly, and dancing in the kitchen with his partner Ashley. Adam teaches several accredited courses in financial planning at various levels of expertise to both advisors and investors. 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.
Business Operations Manager
Tess Robertson 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 is a fast and efficient primary contact for any client inquiries.
Tess was born in Ottawa and graduated from Acadia University with a degree in Finance and Economics. She has a wealth of experience in financial services in both the public and private sectors
When Tess is not servicing your inquiries, she loves spending time with family and friends, sitting poolside, and creating (and eating) Italian cuisine.
Embark Wealth - The Team
Embark Wealth was created to brand the front-office offering of core values that we stand by. First and foremost, advice should be independent of product. Fees should be clearly outlined, reporting should be transparent and client-centric, expertise should be maintained and kept current, and there should be accountabilty to ensure advisors act in the best interests of their clients. Communication should be proactive, regular, and accessible. Service and action should be proactive.
Designed Securities Ltd. - The Investment Dealer
Designed Securities Ltd. promotes investor confidence by supporting independent minded advisors and ensuring that advisors are supported to serve their clients’ best interests. Designed Securities Ltd. was founded on the belief that true independence means clients are free to choose platforms, products and investment strategies that are not burdened by the decisions, mandates, or proprietary product shelf of a parent company or majority owner. Designed is reimagining independence by regularly seeking feedback, increasing transparency, and implementing strong governance.
Aviso Wealth / Credential Securities - The Custodian
Aviso Wealth is a nationally integrated financial services company serving the wealth management needs of virtually all of Canada's credit unions as well as a range of independent financial organizations. Aviso provides comprehensive services and solutions that empower Canadians to achieve financial well-being, and allow our theirners to offer an outstanding wealth management experience to their clients.