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

If 2023–2025 were a Netflix series, 2025 was the season where the Canadian market finally got more screen time than the flashy U.S. tech stars—and then promptly left investors wondering if there would be a plot twist in 2026. Canadian equities quietly delivered standout returns, while U.S. markets posted a solid but more “normal” year by recent standards, all against a backdrop of cooling inflation, central banks easing off the brake pedal, and nonstop headlines about Artificial Intelligence (AI), politics, and interest rates.

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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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