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Beverley Moir, MHSA, FCSI, CIMA
Senior Wealth Advisor |
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Phone
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(416) 862-3911
(416) 862-3087 |
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Email
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bev_moir@scotiamcleod.com |
| The Moir Team's Mission is to help our clients achieve their financial goals by providing trusted advice and comprehensive solutions tailored to meet their needs. |
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We help our clients achieve peace of mind by providing trusted advice and personalized solutions to meet their financial goals.
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Investment Philosophy and Process
Worthwhile goals take time and planning to reach. To bring our clients' long-term goals closer, we help them analyze their current financial situation and create a consolidated, cohesive financial strategy. Over time, we 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, we review the progress our clients are making towards their goals and make whatever adjustments are required to their overall plan.
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Service Approach
Our long-term approach to investment planning also extends to our client relationships with an emphasis on building relationships for life. We’ve helped our clients implement and maintain customized plans that recognize their evolving financial situations, through one-on-one meetings, regular reviews, and ongoing personal advice. We draw on the depth of resources of ScotiaMcLeod and Scotiabank to offer a full range of financial services to our clients.
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Trusted Advice
We provide our clients with proven industry-leading expertise and the personalized solutions to help make their financial goals a reality.
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Mailing Address
PO Box 402, Scotia Plaza
40 King Street W., 15th Floor
Toronto ON M5H 3Y2
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Additional Team Members:
Emily Chiu, CFP
Investment Associate
(416) 945-4454
ingrid_sojka@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 (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. |
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