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Adam Schacter, Leah Robertson, and Tess Robertson are Investment Advisors and are also licensed for the sale of insurance. All are registered through separate organizations for each purpose and as such, you may be dealing with more than one entity depending on the services and products discussed. The name of the entity being represented should correspond to the business being conducted. Schacter Financial Inc. and Embark Wealth of Designed Securities Ltd. are separate legal entities.

Embark Wealth is an investments trade name of Designed Securities Ltd (DSL). DSL is regulated by the Canadian Investment Regulatory Organization ( and Member of the Canadian Investor Protection Fund ( ). Investment products are provided by Designed Securities Ltd. and include, but are not limited to, mutual funds, stocks, and bonds. Embark Wealth Advisors and Designed Securities Ltd. are not registered in all jurisdictions and therefore may not be able to effect transactions on behalf of individuals accessing this website.

Any advice which may be given in respect of non-securities services is given by registered advisors solely and no such advice is given in their capacity as a registrant of Designed Securities Ltd. Canadian Investor Protection Fund (CIPF) coverage is available to CIRO Dealer Members and does not offer protection, within limits, on non-securities products not held by a Member. Non-securities related business includes, without limitation, fee-based financial planning services; estate and tax planning; tax return preparation services; advising in or selling any type of insurance product; any type of mortgage service. Accordingly, Designed Securities Ltd. is not providing and does not supervise any of the above noted activities and you should not rely on Designed Securities Ltd. for any review of any non-securities services provided by Embark Wealth Advisors and Schacter Financial Inc.


No information on this website shall be deemed as investment advice or a recommendation. The information provided may be gathered from sources believed to be accurate. This website is for informational and reference purposes only and is not intended to provide specific personalized advice including, without limitation, investment, financial, legal, accounting or tax advice. Please consult the appropriate professional depending on your particular circumstances. This website does not constitute an offer or solicitation in any jurisdiction in which such offer or solicitation is not authorized or to any person to whom it is unlawful to make such offer or solicitation.


The opinions expressed are those of the author and do not necessarily reflect those of Designed Securities Ltd. The information contained on this website is subject to change without notice. Information has been gathered from sources believed to be reliable. Content is accurate as of the date of publication, and subject to change without notice.

By accessing links to external websites, you will be leaving this website, and Schacter Financial Inc. and Embark Wealth of Designed Securities Ltd. are not responsible for the information contained on these external websites. Content may not be reproduced or distributed without the consent of Embark Wealth.

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