As an investment advisor and financial planner I work with successful female business owners, couples, executives and professionals and their loved ones to help them create a successful retirement plan. Our clients gain confidence and control from our Financial Plans & Strategies.
Bev Moir & her team take a holistic approach to financial planning and ongoing wealth management. We take the time to understand our clients’ unique life situations because we care about their financial success and outcomes. We act with integrity and professionalism in our clients’ best interests. We involve a multidisciplinary team of experts to ensure our recommendations are robust and comprehensive. Bev relates well to her clients, sharing their need for financial empowerment and understanding.
Bev Moir is an experienced wealth advisor and financial planner who successfully transitioned from a career in the health care field. Bev is frequently called upon to be a media spokesperson for Scotiabank on wealth management and retirement topics.
Bev Moir leads an active life with her family, and enjoys power walking, yoga, golf, and tennis. She is an avid book club member and enjoys movies. She is involved with several charities.
We begin with a thorough understanding of your current situation, needs and financial dreams. Applying years of experience and knowledge as an investment advisor and financial planner, I will create a financial plan that offers options, seeks balance, avoids high risk strategies, and guides you towards an investment plan that will achieve your financial goals and create a successful retirement.
For a complimentary, no obligation, consultation, please call my direct line: 416-355-6364 or Toll Free 1-877-355-6340. Ask Bev what women need to know.
Bev Moir, MHSA, FCSI, CLU, Investment Advisor, Financial Advisor, Financial Planner, Retirement Planning – Serving Toronto and the Greater Toronto Area (GTA) since 1993.