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Adam Schacter CFP | Avesta Wealth Financial and Investment Advisor
Guía financiera confiable, centrada en el cliente, de un CFP en Ottawa.
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Business
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Guía financiera confiable, centrada en el cliente, de un CFP en Ottawa.
Adam Schacter CFP | Avesta Wealth Financial and Investment Advisor sirve a Ottawa desde 628 Windermere Ave. Las reseñas destacan un enfoque centrado en el cliente, honesto, explicaciones claras y asesoramiento financiero fiable y experto. El equipo (Tess y Leah) ayuda a los clientes a comprender la planificación, navegar por las inversiones y buscar eficiencia fiscal para alcanzar metas a corto y largo plazo.
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Estrategias personalizadas para metas financieras a corto y largo plazo, que incluyen la elaboración de presupuestos y la planificación de la jubilación.
Asesoramiento experto sobre carteras de inversión para optimizar la rentabilidad y gestionar el riesgo de acuerdo con los objetivos del cliente.
Estrategias para minimizar las obligaciones fiscales y mejorar la eficiencia financiera mediante una planificación inteligente.
Planes integrales para garantizar la seguridad financiera y alcanzar los objetivos de jubilación con asesoramiento personalizado.
Gestión integral de activos para crear, proteger y hacer crecer la riqueza con el tiempo.
Calificación general
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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