Schacter Palazzi Wealth Management

Schacter Palazzi Wealth Management
Schacter Palazzi Wealth Management

Investing acumen for families, organizations and businesses

With an astute and conservative approach and a deep respect for our clients’ capital growth objectives, we have been working with high net worth clients for over the past twenty-plus years.

We advise affluent, multigenerational families, owners of a small business or chains of businesses, people who hold significant assets in real estate, and people who have sold a business and wish to invest the proceeds. We also manage money for private schools.

Our mission is to build long-standing relationships through our client-centric, holistic, transparent, straightforward and efficient business style.

Build net worth

Identifying investment solutions that align to my clients’ evolving needs.

Implement tax-efficient strategies

Working with my clients to help create and structure their accounts to help reduce tax exposure while keeping income available for when it’s needed.

Protect what matters

Leveraging the expertise of TD specialists, I help integrate strategies to protect what matters to my clients.

Leave a legacy

Helping my clients to build a plan to effectively transfer their wealth.

Schacter Palazzi Wealth Management Quarterly Commentary

Sensory overload might be the understatement of the moment as our investors wake up to see new media headlines each day. From a possible Canadian debt crisis to what seems to be a Canada/US Trade war without end, there seems good reason for our investors to see the world as a volatile and potentially hazardous place in which to invest. At the same time, we see companies making tremendous strides in new technologies and great business leaders making great decisions for their companies and shareholders. Advances in science and technology continue unabated and at what seems to be an accelerated pace. A part of this acceleration can be attributed to the use of A.I. (Artificial intelligence) in these fields. It will be interesting to watch, over the coming months and years, as these technological advances diffuse through the economy.

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Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

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