Toronto Private Wealth Management Team | Mercer Canada

Toronto Private Wealth Management Services

MICHAEL SCHACHTER, LLB, MBA, CIM

Private Wealth Counsellor, Principal

Strategic Thinking for Enduring Wealth

Michael leverages over a decade of experience in the legal and financial services industries to plan wealth management strategies that help minimize risk and tax impacts. Michael also assists affluent investors in developing their philanthropic legacy. He holds a bachelor of Law degree from the University of Alberta; a Master’s of Business Administration (MBA) degree from Wilfred Laurier University and the Canadian Investment Manager designation. Michael has a strong commitment to charity; he is currently a member of the fundraising board of the Arthritis Society, was involved with the United Jewish Appeal Federation, the Toronto Orchestra Symphony, the Canadian Cancer Society and the Humane Society/SPCA.

CONTACT INFO

Toronto Office
120 Bremner Boulevard, Suite 800
Toronto, ON M5J 0A8
Canada

Telephone: +1 647 438 8218    

LLOYD WRIGHT, CA, CPA

Wealth Planning Consultant

Planning your future peace of mind

Lloyd’s mission is to help clients and ensure their future peace of mind. There are a number of factors that need to be addressed and coordinated, but it all starts with the clients, and what they want their wealth plan to look like. Lloyd believes in teamwork as he works with other counsellors to help set realistic and achievable goals for his clients.  He looks at certain key factors such as taxes, corporate structuring, whether their interest costs are deductible and many other items, and offers advice to help clients achieve their goals.  Lloyd is a CA and CPA, and has worked in public practice for over 30 years helping people meet their needs.

CONTACT INFO

Toronto Office
120 Bremner Boulevard, Suite 800
Toronto, ON M5J 0A8
Canada

Telephone: +1 647 438 8218

Ready for end-to-end wealth management support?

Learn more on Mercer’s unique approach, see how it can simplify and improve your level of comfort and quality of experience in managing your wealth. Chat with us today.

By clicking Submit, I agree to the use of my personal information according to the Mercer Privacy Statement. I understand that my personal information may be transferred for processing outside my country of residence, where standards of data protection may be different.

Mercer’s private wealth services in Canada are delivered by Pavilion Advisory Group Limited, an indirectly, wholly owned subsidiary of Marsh & McLennan companies and an affiliate of Mercer (Canada) Limited and Mercer Global Investments Canada Limited.
Michael Schachter > Lloyd Wright >