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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

Navigating Through Your Life Events

15 July, 2018

   Click to View PDF Read More

Valued Advice

1 July, 2018

Advisors have historically helped their clients grow their assets 3.9 times more than non-advised individuals over a 15-year perio... Read More

Make the Most out of a Severance or Early Retirement

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