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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

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

Our Perspective – Tune Out the Noise

Filed Under: Investment Services

28 November, 2018

In this five-minute video, Counsel’s Chief Investment Strategist, Rana Chauhan, discusses the recent market volatility and puts it... 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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