Insights

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...

15 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....

04 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....

20 June, 2018 Financial Planning Investment Services Retirement

Retirement Income Planning

The truth is, more Canadians are retiring, and with changes in pension structures and uncertain market conditions, the landscape you need to navigate to have the retirement you are hoping for is far more complex for than ever before....

28 April, 2018 Financial Planning Special Reports and Newsletters

Fixed Income

It can pay to have all of your eggs in one basket....

02 April, 2018 Special Reports and Newsletters

10 Simple Investment Strategies

Ten simple ways to grow your RRSPs....

03 March, 2018 Special Reports and Newsletters

Navigating Life’s Events

The stage of life you are in now affects your financial planning strategies. This infographic provides a good roadmap, outlining the costs at each stage of life....