Investment Planning CounselOf Canada

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.