Meet The Team

Senior Investment Advisor

Senior Portfolio Manager

PFP®

Jeff Schacter began his career at TD Asset Management in 1996 and moved to TD Wealth in 1997. Jeff values his client relationships, and finds it very rewarding being given the opportunity to deal with not one, but up to three generations of family members. Jeff places an importance in trust, and strives to achieve a level of confidence from his clients that together form a true collaboration that is vital for long term personal and financial success.  

Jeff holds his PFP® (Professional Financial Planner) designation and is also a Life Insurance Advisor through TD Wealth Insurance Services.

English

York University

Investment Advisor

CIM®

Jessica joined the TD Bank Group in 2013, and has held varying roles within the TD Canada Trust retail network and TD Wealth divisions.  Working both at the front-end with clients, and in specialist roles within our National Office, Jessica has developed a well rounded view of what clients today need and want in a trusted advisor.  As an Investment Advisor with Schacter Palazzi Wealth Management, Jessica strives for her clients to feel confident when it comes to their financial future, and is committed to building strong and trusting relationships that will protect and grow not only clients wealth, but the wealth of future family members generations.

Jessica graduated with a degree from York University.  She has a passion for travelling the world, and lives in Vaughan with her family.  When not travelling, she is an avid football and hockey fan.

Associate Investment Advisor

CFA®

While earning his Bachelor of Business Administration at York University’s Schulich School of Business, Nino began his financial services career between third and fourth years as a summer Administrative Assistant with Jeff and Andrew in 2002. He graduated in 2003 and has spent the last fifteen years with their team, learning to place client interests first, be fair, work with integrity, and to create a good dynamic with both clients and coworkers.

Nino became a Chartered Financial Analyst® (CFA®) charterholder in 2007. He leads the operational side of our team, staying on top of compliance and regulatory changes, counselling clients about their accounts, and helping out with administration on a macro level. Nino loves the business – every day brings a different challenge and the markets always throw new curve balls. He enjoys problem-solving and dealing with clients, getting things done quickly and efficiently. It’s no wonder Nino has won the TD Star Award in 2009 for creating exceptional client service experiences.

During his downtime, Nino enjoys going out to see movies and spending time relaxing with family, friends and his golden retriever.

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.

Client Service Associate

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.