 |
|
|
|
|
 |
Daran Moxam, H.B.Comm, CFP
Associate Director, Branch Manager |
|
 |
 |
 |
Phone
Fax
|
(705) 674-2882
(705) 675-2772 |
|
|
|
|
Email
|
daran_moxam@scotiamcleod.com |
| I provide my clients with detailed financial plans and sound investment advice to meet all their wealth planning needs. |
|
|
|
|
I joined the financial industry in 1992, coming from the accounting profession, and opened the Sudbury Branch of ScotiaMcLeod in 1998. I am a Certified Financial Planner. My knowledge and experience enables me to provide my clients with effective financial strategies. I also take an active role in our community, sitting on various charitable boards.
|
|
Investment Philosophy and Process
Worthwhile goals take time and planning to reach. To bring my clients' long-term goals closer, I help them analyze their current financial situation and create a consolidated, cohesive financial strategy. Over time, I work with them to implement strategies to take care of their investment, income and asset protection, will and estate planning, banking, and borrowing needs. On a regular basis, I review the progress my clients are making towards their goals and make whatever adjustments are required to their overall plan.
|
|
Service Approach
My long-term approach to investment planning also extends to my client relationships with an emphasis on building relationships for life. I've helped my clients implement and maintain customized plans that recognize their evolving financial situations, through one-on-one meetings, regular reviews, and ongoing personal advice. I draw on the depth of resources of ScotiaMcLeod and Scotiabank to offer a full range of financial services to my clients.
|
|
Trusted Advice
Trusted advice is the cornerstone of my business. The industry-leading expertise and personalized solutions I deliver to my clients are the basis of that trust, and of our mutual success.
|
|
Mailing Address
30 Cedar Street
Suite 802
Sudbury, ON, P3E 1A4
|
|
|
Additional Team Members:
Julia Kinos
(705) 674-6642
julia_kinos@scotiamcleod.com
|
|
|
Business Links:
ScotiaMcLeod is not responsible for external websites linked to from ScotiaMcLeod.com.
|
|
All insurance products are sold through ScotiaMcLeod Financial Services (Ontario) Inc. ScotiaMcLeod Financial Services (Ontario) Inc. is an insurance subsidiary of Scotia Capital Inc., a member of the Scotiabank Group. When discussing Life Insurance Products, ScotiaMcLeod Financial Planners are acting as Life Underwriters representing ScotiaMcLeod Financial Services (Ontario) Inc. |
|
|
|
|
