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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.
Financial Planner
18 February, 2025
Trusting his word is like forecasting the weather with a magic eight ball - you'll get an answer, but don't expect it to be the same tomorrow. Read more
6 February, 2025
We recently sat down with some of our best-in-class sub-advisors to discuss what they’re excited about and how they have positioned their portfolios for 2025. Discov Read more
In our video update, Investment Planning Counsel's VP of Portfolio Strategy discusses how IPC Private Wealth portfolio managers are preparing for tariffs. Read more