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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

Our Perspective

10 April, 2018

Our Perspective

Rana Chauhan, Counsel’s Chief Investment Strategist, cuts through the fog and discusses what's happening in the Canadian, U.S. and... Read More

IPC Advisors Win Top Marks on Client Loyalty

26 January, 2018

In a recent Client Satisfaction Survey, IPC Advisors received some of the best ratings from their clients in major categories like... 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 ?"

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