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Moxam Cassio Wealth Management
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Moxam Cassio Wealth Management follows a
disciplined approach to financial planning and money
management. We offer Discretionary Money
Management which provides peace of mind for high net
worth clients that their assets are effectively managed.
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Investment Philosophy and Process
Our process begins with an in-depth interview and
personal financial review. This gives us a thorough
understanding of their current situation and allows us to
tailor a plan to specifically meet their needs.
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Trusted Advice
Success is defined differently for each and every client.
We look after all areas of our clients finances to give
them peace of mind.
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Mailing Address
#802 30 Cedar Street
Sudbury ON
P3E 1A4
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Additional Team Members:
Julia Kinos,
Administrative Assistant
(705) 674-6642
julia_kinos@scotiamcleod.com
Jennifer Manarin,
Administrative Associate
(705) 674-5870
jennifer_manarin@scotiamcleod.com
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All insurance products are sold through ScotiaMcLeod Financial Services Inc.,
the insurance subsidiary of Scotia Capital Inc., a member of the Scotiabank Group.
When discussing life insurance products, ScotiaMcLeod Investment Executives and
Financial Planners are acting as Life Underwriters (Financial Security Advisors in
Quebec)
representing ScotiaMcLeod Financial Services Inc. |
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(705) 674-2882
1-877-346-5694
(705) 675-2772
