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 Service Associate

Jane studied CAD/CAM computer programming at Centennial College and worked in autocad for almost three years after graduating.

Jane began her career at TD Wealth Private Investment Advice in 2004, and later joined Andrew and Jeff in 2008. Jane primarily manages Investment Policy Statements for our discretionary clients, implementing prescribed asset allocations from Jeff and Andrew to rebalance holdings. She also performs backup support executing trades, preps for client's portfolio review meetings, and helps us to publish our quarterly newsletter.

Jane enjoys interacting with clients and speaks three dialects of Chinese – Mandarin, Cantonese and Shanghainese.

With two young boys, Jane and her husband stay very active with their soccer activities in summer and then switch to snowboarding together as a family in the winter months.

Client Service Associate