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Adam Schacter CFP | Avesta Wealth Financial and Investment Advisor
Trustworthy, client-first financial guidance from a CFP in Ottawa.
5
Business
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Trustworthy, client-first financial guidance from a CFP in Ottawa.
Adam Schacter CFP | Avesta Wealth Financial and Investment Advisor serves Ottawa from 628 Windermere Ave. Reviews highlight a client-first, honest approach, clear explanations, and trustworthy, expert financial guidance. The team (Tess and Leah) helps clients understand planning, navigate investments, and pursue tax efficiency to meet short- and long-term goals.
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Personalized strategies for short and long-term financial goals, including budgeting and retirement planning.
Expert guidance on investment portfolios to optimize returns and manage risk based on client objectives.
Strategies to minimize tax liabilities and enhance financial efficiency through smart planning.
Comprehensive plans to ensure financial security and meet retirement goals with tailored advice.
Holistic management of assets to build, protect, and grow wealth over time.
Overall rating
Tom Birkhan
I’ve been working with Adam, Tess, Leah and the team for a number of years and they truly put their clients first!
Alexei Krumshyn
I've trusted Adam and his team, Tess and Leah, for many years with my investments. He's very hardworking and has a client-first mentality. I would recommend his services to anyone!
Corey H
We’ve had a fantastic experience working with Adam and Tess. Adam has been incredibly helpful, knowledgeable, and always takes the time to explain things in a clear, down-to-earth way. I would highly recommend him to anyone looking for trustworthy and expert financial advice.
Melanie Charbonneau
I have been working with Adam for a number of years. He is honest and has his clients’ best interests at heart. Adam puts every effort into ensuring clients pay less in taxes, have an understanding of their financial plan, and are on track to meet their financial goals. Highly recommended!
LK Dorris
We are so happy to have Adam in our corner for financial planning! He has helped us better understand personal finances and navigate strategic investments to set our family up for short and long-term success. He not only brings expertise and integrity to the table, but he is patient and takes the time to answer our (many!) questions. What we value most is Adam’s honesty, we know he has our best interests at heart.
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