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The Davies Moffat Team brings a combined 60 years of experience to provide you with sound, reliable financial advice to help you achieve financial independence and peace of mind.

The Davies Moffat Team

We were formed in 2004 and are available to help individual clients and families build, maintain and transfer wealth. With our combined experience of more than 60 years, we are available to assist with your financial planning needs including:

  • Retirement
  • Estate & Tax planning;
  • Life
  • Disability
  • Long -Term Care & Critical Illness Insurance
  • Mortgages
  • Credit & Debt Management
  • Peace of Mind.

 

Latest Blog Posts

MFDA INVESTOR BULLETIN: Mutual Fund Fees

Filed Under: Investment Services

15 November, 2018

Fees matter The amount of fees you pay when investing has a significant effect on the performance of your investments. Seemingly s... Read More

When a Spousal RRSP Still Makes Sense

Filed Under: Retirement Planning | Tax Planning

1 November, 2018

A spousal Registered Retirement Savings Plan (RRSP) is all about paying less tax during retirement. The higher income spouse contr... Read More

Make the Most out of a Severance or Early Retirement

As the economy continues to recover, some companies continue to cut expenses, including payroll. Complete the form to receive your FREE copy of: "How to Make the Most out of a Severance or Early Retirement ?"

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