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Adam Schacter CFP | Avesta Wealth Financial and Investment Advisor
Des conseils financiers dignes de confiance et centrés sur le client, fournis par un CFP à Ottawa.
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Business
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Des conseils financiers dignes de confiance et centrés sur le client, fournis par un CFP à Ottawa.
Adam Schacter CFP | Avesta Wealth Financial and Investment Advisor est basé à Ottawa, au 628 Windermere Ave. Les avis mettent en avant une approche centrée sur le client et honnête, des explications claires et des conseils financiers fiables et experts. L'équipe (Tess et Leah) aide les clients à comprendre la planification, à naviguer dans les investissements et à viser l’efficacité fiscale pour atteindre des objectifs à court et à long terme.
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Des stratégies personnalisées pour des objectifs financiers à court et à long terme, incluant l'élaboration d'un budget et la planification de la retraite.
Des conseils d'expert sur les portefeuilles d'investissement pour optimiser les rendements et gérer les risques en fonction des objectifs du client.
Des stratégies pour minimiser les charges fiscales et améliorer l'efficacité financière grâce à une planification intelligente.
Des plans complets pour assurer la sécurité financière et atteindre les objectifs de retraite grâce à des conseils personnalisés.
Gestion holistique des actifs pour bâtir, protéger et faire croître le patrimoine au fil du temps.
Note globale
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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