Skip to main content

Schacter Palazzi Wealth Management

Working together to help you achieve what truly matters to you

  • 2300 Steeles Avenue West Suite 180 Vaughan, ON L4K 5X6Map

Team _ Colour.JPG

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.

Advising business owners:

  • We bring access to sophisticated TD specialists as needed to help you manage your business more tax-efficiently using holding companies and other astute strategies.

  • We assist you to plan wisely to accommodate different cash flow needs and help you invest after selling a business and manage your personal assets.

Discretionary investing brings enhanced services:

  • The freedom from having to make daily investment decisions, 

  • Nimble response to sudden opportunities and risks – they can be addressed swiftly without waiting for your approval, 
  • Access to premium investment vehicles that can help minimize risk and strive for consistent returns,

  • A customized Investment Policy Statement (IPS) based on your objectives, comfort and financial situation, to set the guidelines, asset allocation and diversification of your portfolio, 

  • Extensive due diligence on all investment holdings, and 

  • Enhanced reports routinely and clearly highlight your costs and returns. 

One transparent, asset-based fee, no commission per trade, means:

  • We can focus on driving your portfolio’s success without worrying about the cost of trades.

  • You have a known, budgetable cost.

  • Our single fee, calculated as a percentage of your assets, includes access to estate planning provided by TD specialists.

  • You enjoy tax-efficiency – our fee may be tax-deductible upfront on non-registered accounts.

  • If you wish to remain involved in your day-to-day investment decisions, you can work with us on a traditional, transactional basis.

Our integrated, holistic approach to your wealth

We provide wealth planning and portfolio management and work with TD specialists as needed to deliver:

  • Retirement income planning (including Individual Pension Plans and retirement compensation agreements),

  • Optimal tax-planning strategies, considering the use of personal or family trusts,

  • Liquidity forecasting and cash management planning,

  • Custom credit facilities to take advantage of opportunities to help grow and diversify wealth,

  • Wealth transfer strategies,

  • Tax-efficient business succession planning strategies, and

  • Private foundation creation and management, or other philanthropic initiatives.

Transparency. We run our own model portfolios so clients can see the individual securities they hold. We aim to be completely transparent in terms of costs – you always know exactly how much you are paying for our services.

Attentive service. As a team of eight individuals, we believe that our large size allows us to deliver an exceptional client experience.


Schacter Palazzi Wealth Management Quarterly Commentary 
Green line.png

Newletter Web_Buttons_digital_10282020.jpg   

Schacter Palazzi Wealth Management is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.


Branch Office: (905) 660-1802
Branch Fax: (905) 660-5523

Going beyond the financial picture

What is Behavioural Finance

Meet The Team

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.


You have questions, I have answers. Let's have a quick chat.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Rate shock rocks stocks: Why markets fear rising rates

Yields on U.S. Treasuries have been rising recently, triggering a sharp selloff in equity markets. Anthony Okolie speaks with Scott Colbourne, Managing Director, TD Asset Management, about what the latest volatility means for your investment portfolio.

Ask MoneyTalk: What happens if I make an early withdrawal from my RRSP?

Making regular contributions to a Registered Retirement Savings Plan can be a great way to build your net worth. But what if you're facing a cash shortfall: Is a withdrawal a viable option? Kim Parlee walks us through some of the hidden costs of early RRSP withdrawals.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | 2020, We Hardly Knew Ye

Investors, eager for the spell of 2020 to be lifted, are now turning to a collection of annual outlooks to get a sense of when that's going to happen. Meanwhile, in our little corner of the world, we do our best here to discourage overreliance on such forecasts and instead focus on what we know for sure: how to make decisions when uncertain things occur.

Choose to challenge how financial institutions relate to women

Studies say that women will soon hold the bulk of personal wealth in Canada, but also that they are dissatisfied with how the financial services industry treats them. Kim Parlee talks with Ingrid Macintosh, Executive Sponsor, TD Women and Wealth, about what needs to be done and how TD Bank is meeting the challenge.

The 2021 Money Makeover

Many of us will look back on 2020 as a year of great hardship and we may all be eager to turn the calendar and hope for brighter news for the world in 2021. If your finances took a hit or you want a new start for your money, here are 10 things to consider.

Do you know someone who would benefit from our services?