Loading...

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

Holiday Hours

14 December, 2018

Holiday Hours - wishing you and your family a Merry Christmas and Happy New Year!... Read More

Helping Those In Need

Filed Under: Events

3 December, 2018

Good Day, Once again The Davies Moffat Team is working together with Community Resource Service in support of the Brantford Food B... 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 ?"

Download your report now!