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Welcome

 
"We help investors make sense of today's complex world of
investing with the backing of a brand you can count on"
 
 
Working with: Business Owners, Retirees, Professionals and Foundations  
 
Providing:
 
  • Disciplined Investment Management
  • Discretionary Solutions
  • Financial Planning - including Will & Estate, High Net Worth, Tax and Trust planning. 
  • Insurance Services
  • Charitable Giving
 
Learn more about David W. Moore and his team
 
  
 
Current Topics of Interest:
 
 
  1. Importance of Dividend Income: "Dividend income has been responsible for 60% of total returns of the TSX over the past 30 years".  
  2. Tax Free Savings Accounts: The most significant advancement in wealth management in recent years providing unlimited tax free growth potential. 
  3. Socially Responsible Investing:  "Investment strategies which seek to maximize both financial return and social good" 

 
For further information please contact David at (250) 356-4829 or email david.w.moore@rbc.com.