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Stephen Moffat BBA CIM FCSI
Senior Wealth Advisor |
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Phone
Fax
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(416) 862-3894
(416) 862-3244 |
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Toll Free
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1-888-774-1444 |
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Email
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stephen_moffat@scotiamcleod.com |
| I have developed a unique and successful approach to the net worth management of
each client household, for all stages of life -- wealth accumulation, retirement &
income and the succession of assets. |
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Stephen began his career as an Investment Executive at ScotiaMcleod in 1992. He has
been a member of ScotiaMcleod's President's Council for the past seven years and
currently manages over $240 million in assets. His credentials include: Bachelor of
Business Administration, Honours, Wilfrid Laurier University (1987), Canadian
Securities Course (1989), Registered Representative Licensing (1992), Canadian options
course (1992), Level I Life insurance (1999), Level II Life Insurance (2002) Canadian
Invesment Management ("CIM" 2007). Stephen's work over the past 15 years has lead to
the development of a truly unique and proven approach to successful long term net
worth creation and succession. "client success" and risk management are the
cornerstones of his advisory practice, and the development of his professional
management process has consistently delivered toward these two objectives.
Stephen and Janet reside in Toronto with their four children. They enjoy
participating in a variety of sporting activities -- tennis, skiing. They are actively
involved in the raising of their children, schooling and extra curricular activities.
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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.
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Trusted Advice
I provide my clients with proven industry-leading expertise and the personalized solutions to help make their financial goals a reality.
Total Financial Solutions: I am backed by a team of specialists within ScotiaMcLeod, as well as from Scotiabank and Scotia Private Client Group. This allows me to access the required expertise to provide my clients with a comprehensive financial strategy that addresses all of their needs and goals.
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Additional Advisors
Total Financial Solutions: I am backed by a team of specialists within ScotiaMcLeod, as well as from Scotiabank and Scotia
Private Client Group. This allows me to access the required expertise to provide my clients with a comprehensive financial
strategy that addresses all of their needs and goals.
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Mailing Address
Scotia Plaza
P.O. Box 418
40 King Street West, 48th Floor
Toronto, ON M5H 3Y2
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Additional Team Members:
Linda Barnett
Senior Associate
(416) 862-3885
linda_barnett@scotiamcleod.com
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Business Links:
ScotiaMcLeod is not responsible for external websites linked to from 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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