6 February, 2019 Financial Planning

Money Dates 2019

Stay organized and on top of filing your tax returns. This infographic highlights important deadlines and benefit payment dates to add to your calendar....

30 January, 2019 Special Reports and Newsletters

Simple RRSP Strategies

RRSP’s are a key retirement planning vehicle. Our e-book provides three helpful strategies for taking full advantage of your RRSP contribution room....

16 January, 2019 Financial Planning Investment Services

Business Succession Planning 101

Selling a business or passing it on to the next generation can be the most important financial event in an entrepreneur’s lifetime. But Canadian small business owners are not succeeding when it comes to succession planning....

15 January, 2019 Special Reports and Newsletters

Understanding your Net Worth

Just like going to the doctor to assess your health, tracking your net worth on a regular basis is an essential aspect of your financial well-being. What would a check-up reveal about your net worth?...

22 December, 2018 Events

The Davies Moffat Team would like to extend a big thank you!

The Davies Moffat Team would like to extend a big thank you to all those who supported The Brantford Food Bank this Holiday Season! $355 was raised in cash donations and 165lbs of food was collected at our office over the last couple of weeks. We wil...

14 December, 2018 Special Reports and Newsletters

Understanding TFSA’s

A Tax-Free Savings Accounts (TFSA) is a flexible savings account. Learn the basic facts about this savings tool....

4 December, 2018 Events

Helping Those In Need

Once again The Davies Moffat Team is working together with Community Resource Service in support of the Brantford Food Bank....

29 November, 2018 Investment Services

Our Perspective – Tune Out the Noise

In this five-minute video, Counsel’s Chief Investment Strategist, Rana Chauhan, discusses the recent market volatility and puts it into historical perspective. He explains what happened and what Counsel is doing to reduce the impact to investors....

16 November, 2018 Investment Services

MFDA INVESTOR BULLETIN: Mutual Fund Fees

Fees matter The amount of fees you pay when investing has a significant effect on the performance of your investments. Seemingly small differences can have a big effect on your overall long-term investment returns....

24 September, 2018 Estate planning

Expert Estate Planning: Leaving a Lasting Legacy

Expert Estate Planning: Leaving a Lasting Legacy is an eBook that will walk you through estate planning. Starting with what is estate planning and why it’s important....