About Investment Advisor Bev Moir
With almost 20 years as an investment advisor and financial planner, I am committed to helping our clients achieve their financial goals. Many of our clients are successful female business owners, executives and professionals who are approaching retirement. We love what we do, which is providing expert advice and pro-active strategies to ensure our clients grow and protect their retirement savings so they can enjoy the retirement lifestyle they desire.
We work with our clients to establish a thorough understanding of their life situation and goals. Then, using a financial planning approach, we develop and execute strategies to ensure our clients will achieve their financial goals. We monitor and update the Financial Plan as circumstances change and life goals evolve. We specialize in retirement planning: our clients have a written plan to help them get to and through retirement in the manner they desire.
My team includes Mark Hale, MBA, and specialists in other financial areas. These include our Scotiabank Group team of experts such as Scotia Advisory Services, private and professional banking, estate planning, trust services, philanthropic advisory, insurance services, and other external professionals we work with including lawyers, accountants and bookkeepers. We draw upon this team of specialists to provide our clients with professional expertise and personalized solutions.
To our valued clients, we thank you for your ongoing support and loyalty. Our business has grown through referrals and we strive hard to earn the privilege of helping your family and friends. Our relationship with you is cherished and, on behalf of the team, I look forward to celebrating many future successes with you.
Beverley J. Moir, B.Sc.N. Queen’s University, MHSA, FCSI, CLU is an investment advisor and financial planner who helps her clients achieve peace of mind through financial fitness. She has over 16 years experience in the industry.
Prior to becoming an investment advisor, Bev worked for many years in health care. There she developed the core values of trustworthiness, accountability, and commitment to clients. Bev maintains links with health care as a member of the Women’s College Hospital Foundation Finance, Investment and Audit Committee and as an Honorary Life Member of the Registered Nurses Foundation of Ontario.
Bev is a Fellow of the Canadian Securities Institute which endorses integrity, ethical judgment on behalf of clients, and a commitment to ongoing professional education.
Bev is a media spokesperson for Scotiabank and is a member of Scotiabank’s Wealth Management Committee for the Advancement of People, and is also a member of Women in Capital Markets.
In Bev’s words:
“I’m a professional investment advisor with several advanced designations and committed to ongoing education. I am a fervent professional, committed to ethical integrity.”
“In both my health care and investment advisor careers, the common ingredient is the opportunity to interact with a wide variety of people and to help people. This is what I love most about my career”.
“I enjoy spending time with my family and I’ve always been physically active. Tennis, golf, cycling and long distance power walking are my favourite sports.”
Mark Hale, Hon BA Economics, MBA, University of Toronto. | Investment Associate | Phone: 416 355 6365 | Fax: 416 355 6346 | Toll Free: 1 877 355 6340 | E-mail: email@example.com
In addition to his MBA, Mark has practical experience as a Marketing Intern at Medonyx Inc. and an Account Executive, Group Development for the Toronto Blue Jays Baseball Club. While at U of T’s Rotman, Mark participated in the Marketing Association, the Hockey Team and the Photography Association.