What does your future look like?

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Don't just chase your dreams

Let us help you plot a path!

Choose to work with The Davies Moffat Team and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our springboard.

Choose to work with us, and you’re choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands-on to optimize your investment.

Independent

We are not exclusive to any bank or fund so we come with no-strings-attached.

Involved

We make your financial goals a personal priority. We get to know you, learn what makes you tick, uncover your dreams, and help you sketch a plan that makes them a reality.

Knowledgable

We are backed by a formidable investment management team at IPC. We understand the markets and leverage the changes that make the most impact for you.

Strategic

We tailor plans to suit your stage-of-life, plans and milestones.

Consistent

We follow the Personal Wealth Management Strategy, a disciplined process designed to help us plan and keep your plans on track.

Committed

We believe in financial plans that work for you. Getting you to your dreams is the stuff that makes us excited!

 
 

Why should you choose us?

Pull up a chair, and let us tell you our story.

 

The Davies Moffat Team


Mike Davies, PFP, EPC

Financial Planner

Don Moffat, CFP®, EPC

Financial Planner

 

Spotted in the news

In our news and blog sections, we provide valuable insights into the financial world from our experts.

17 October, 2019

Planning on getting away this Winter?

You, like many others may be planning to escape and travel to a sunny destination. Whether you are a “snowbird” or planning a short retreat it is always best to be p
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17 October, 2019

The Human Dimension of Advice

The ads are everywhere: invest online and cut out the middleman. Yet, an overwhelming majority of Canadians believe that financial advisors have a positive impact on
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10 October, 2019

Our Perspective - This Is Not Our First Rodeo

In this four-minute video, Counsel’s Chief Investment Strategist, Rana Chauhan, discusses the volatility of the past quarter, and points out that despite the fact th
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The Value of Advice

One-and-done is not how financial plans work. Life takes you places, priorities change, and your plans need to keep up. That’s where independent advisors, like us, can help keep you on your financial course.
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The Cost of Advice

Understanding the different fee models and what each gets you is the start of any good planning exercise.
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