Don't just chase your dreams
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.
We are not exclusive to any bank or fund so we come with no-strings-attached.
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.
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.
We tailor plans to suit your stage-of-life, plans and milestones.
We follow the Personal Wealth Management Strategy, a disciplined process designed to help us plan and keep your plans on track.
We believe in financial plans that work for you. Getting you to your dreams is the stuff that makes us excited!
Pull up a chair, and let us tell you our story.
19 May, 2022
We’ve been on a market rollercoaster ride recently, witnessing some of the biggest swings in more than two years. I call this the “Inflation Phantom” rollercoaster. Read more
21 April, 2022
In his Q1 market update, Wayne Gillespie offers his perspectives on a volatile quarter where inflation and concerns over Ukraine are influencing global markets. Read more
13 April, 2022
In our outlook for 2022, we noted that the macroeconomic backdrop was becoming more challenging. Read more
Listen to insights from our market specialists