Meet The Team

Senior Investment Advisor

Senior Portfolio Manager

CIWM

FCSI®

CIM®

Andrew Palazzi began his career at TD Bank Group in 1992 and joined TD Wealth Private Investment Advice in 1997.  He has been an active Portfolio Manager since 2007.  Andrew was awarded the Vision in Action Award of Distinction in 2005, which recognizes the contributions of truly outstanding employees who consistently demonstrate all five of the TD Shared Commitments in support of TD’s vision to be the better bank.  When asked what he is most proud of, he says that “It is having client relationships that date back to when I first joined TD Bank Group in 1992.”   

Andrew holds his FCSI® (Fellow of the Canadian Securities Institute), CIM® (Chartered Investment Manager), and CSWP (Chartered Strategic Wealth Professional) designations. Andrew is also a Life Insurance Advisor through TD Wealth Insurance Services.

English

WILFRID LAURIER UNIVERSITY

Associate Portfolio Manager

Investment Advisor

CFA

James has been in the financial services industry since 2012 and joined TD Wealth in 2014 where he has found his current success as an Investment Advisor.  Working together within the Schacter Palazzi Wealth Management team, and engaging TD Specialists where needed, James sits down with clients to listen and understand their current financial situation, and crafts an investment plan, retirement plan, and other financial solutions that create a total wealth plan for clients to help them meet their financial goals.

James is a CFA charterholder, and holds a degree from the University of Guelph.  He is an avid golfer, and lives in Caledon with his family.

Investment Advisor

As an Investment Advisor, my mandate is to help you preserve and grow your wealth through tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies are the foundations of our business. I will deliver proactive and personal advice, working closely with you to make key decisions about your portfolio that are in line with your goals.

Client Relationship Associate

Stacey studied Business Administration at York University’s Schulich School of Business and then obtained her designation as a Financial Management Advisor with the Canadian Securities Institute.

She joined TD Canada Trust in 1997 as a part-time teller during her high school and university years. She then met Andrew Palazzi and began supporting his practice part-time in 1999, becoming a full-time member of our team in 2000.

Today, Stacey applies her warmth and professionalism to guide our clients through the details of managing their money. She responds to client questions and requests, enters new issues into portfolios, enters trades, makes transfers, issues cheques, prepares performance and gain/loss reports, compiles packages with all the documents clients need for tax reporting, sends out foreign exchange or cross-border wires, and prepares documentation for new account openings.

Family is a high priority for Stacey. She and her husband have two young sons and the family keeps busy with their hockey, baseball and soccer activities.

Associate Investment Advisor

Henry graduated from the Accounting and Finance program at Seneca College and then worked with RBC Dominion Securities as an Associate Advisor and also assisted his brother to establish a small business before joining our team in April 2017.

His tasks include helping Andrew to schedule his calendar and assisting with meetings, document preparation and client service. Henry’s favourite part of the day is  assisting clients with their requests; usually that involves getting money to the bank, making RSP withdrawals and arranging for US foreign exchange transfers. He also performs trades as required and speaks fluent Cantonese.

In his personal time, Henry enjoys playing baseball and tennis and going out for a bite with friends.

Client Service Associate

As a Client Service Associate, I provide dedicated administrative and specialized support to you, our client, as well as the rest of the team. In my role, I act as the primary contact with regard to account administration and day to day client inquiries or issues. I am committed to delivering legendary client experiences with courtesy, discretion and professionalism.