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Michael Schachter, LLB, MBA, CIM

Michael Schachter has over a decade of experience in the legal and financial services industries. 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 holds the Canadian Investment Manager designation. Mr. Schachter has a strong commitment to charity; he is currently a member of the fundraising board of the Arthritis Society. Additionally, he has been involved with the United Jewish Appeal Federation, the Toronto Orchestra Symphony, the Canadian Cancer Society and the Humane Society/SPCA.

Contact Info

Michael Schachter, LLB, MBA, CIM
Private Wealth Counsellor, Principal

Pavilion Investment House
175 Bloor Street East
Suite 1316, North Tower
Toronto, ON M4W 3R8, Canada

Telephone: 647.438.8218

Publications

Introducing Pavilion Investment House
Pavilion combines the personalized approach of a boutique with the global reach of a full-service institution
PDF 1.0 MB

An integrated approach to financial management
Portfolio design that is state of the art
PDF 2.2 MB

Comprehensive solutions for the future
Comprehensive and customized for you
PDF 2.3 MB

Alliance program
Exceptional tools, ideas and techniques
PDF 5.2 MB

Specialties

Investment policy development
Pavilion will help develop an investing plan that supports and documents the investment management process. The investment policy statement lays out, in a formalized manner, your personal criteria such as objectives, return goals and risk tolerances.
Investment strategy
Pavilion will work with you to develop a set of rules and rationale designed to guide the selection of securities and the maintenance of investment portfolios based on your risk-return objectives.
Charitable giving
Pavilion will counsel you on the impact of philanthropic efforts, particularly with regard to taxation and financial ability to give.
Tax planning
This involves the use of tax-advantaged accounts and strategies aimed at reducing the amount of tax payable. We coordinate with your tax professionals to ensure that the portfolio structure is delivered in a tax-efficient manner.
Financial planning
Together, we will work through a process that determines how you may best meet your financial goals through proper planning.
Insurance
Insurance is a form of risk management primarily used to hedge against the risk of a contingent loss. A holistic financial planning process considers this in conjunction with your overall goals and objectives.
Estate planning
Estate planning is the process of anticipating and arranging for the distribution of an estate. Proper planning helps to eliminate uncertainties over the administration of probate and maximize the value of the estate by reducing taxes and other expenses. Areas include wills, trusts, beneficiary designation, powers of appointment, property ownership, gifts and powers of attorney.
Tax Preparation
Tax preparation involves the compilation and filing of income tax returns. Working through existing relationships with your accounting professionals, we will coordinate the completion of income tax filings.