Let us help you plot a path! Choose to work with The Davies Moffat Team and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our springboard. Choose to work with us, and you’re choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands-on to optimize your investment. Independent We are not exclusive to any bank or fund so we come with no-strings-attached. Involved We make your financial goals a personal priority. We get to know you, learn what makes you tick, uncover your dreams, and help you sketch a plan that makes them a reality. Knowledgeable We are backed by a formidable investment management team at IPC. We understand the markets and leverage the changes that make the most impact for you. Strategic We tailor plans to suit your stage-of-life, plans and milestones.

Consistent We follow the Personal Wealth Management Strategy, a disciplined process designed to help us plan and keep your plans on track. Committed We believe in financial plans that work for you. Getting you to your dreams is the stuff that makes us excited! more... See more text