About
With over 16 years in the financial services field, I am more committed than ever to helping clients achieve their financial goals. We love what we do, which is providing expert advice and pro-active strategies to ensure our clients achieve their financial goals in order to fulfill their life goals.
We manage money for our clients and more. Our approach is to work with our clients to establish a clear understanding of their life situation and goals. Then, using a financial planning approach, we develop strategies and recommendations to ensure our clients can achieve their financial goals. Once the Financial Plan is developed, our work continues as we execute the strategies, and monitor and update the Financial Plan as circumstances change and life goals evolve. As we specialize in retirement planning, our clients have a written plan forecasting income and expenses in retirement to ensure they don’t run out of money.
My team, of whom I am most proud, has grown over time to encompass Ingrid Sojka, Emily Chiu, Matt Zavaglia plus specialists across all financial disciplines. These include our Scotia Group team of experts such as Scotia Advisory Services, private and professional banking, estate planning, trust services, philanthropic advisory, insurance services, and other professionals we work with including lawyers, accountants, book-keepers, etc. We draw on these specialists to provide our clients with professional expertise and personalized solutions.
To our valued clients, I thank you for your ongoing support and loyalty. As our business grows through referrals, there is no bigger compliment than the opportunity to help your friends and family. We strive hard to earn that privilege. Our partnership with you is cherished and, on behalf of our team, I look forward to celebrating many future successes with you.
Beverley J. Moir, MHSA, FCSI, CIMA, is a Senior Wealth Advisor & 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 a wealth 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 and a Certified Investment Management Analyst. Both organizations endorse integrity and ethical judgment on behalf of clients, and a commitment to ongoing professional education.
Bev sits on the Scotiabank Wealth Management Committee for the Advancement of People and is a member of Women in Capital Markets.
In Bev’s words:
“I’m a professional with several advanced designations. I’m committed to ongoing education and obtained a CIMA designation from the prestigious Wharton School of Business at the University of Pennsylvania. I am a fervent professional, committed to ethical integrity.”
“In both my health care and now financial services 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 partner Ron, my son James and my dog Stanley. I have always been physically active and love tennis, golf, cycling and long distance running.”
Ingrid Sojka, M.B.Sc. | Administrative Associate | Phone: 416 355 6365 | Fax: 416 355 6346 | Toll Free: 1 877 355 6340 | E-mail: ingrid_sojka@scotiamcleod.com
Ingrid pursued her degree at the Economic University of Bratislava, Slovakia specializing in Monetary System and Banking and she graduated with a Master of Business Science in 1999. Since then she has successfully completed the Canadian Securities Course, the Conduct & Practices Handbook Course, and the four-course Certified Financial Planner program with Canadian Institute of Financial Planning.
Ingrid began her career in the investment industry in 2003 and joined the Moir Team in 2006. Ingrid’s industry perspective is a culmination of exposure to different facets of the financial industry: her career includes working with a financial planning company and a retail bank.
Emily Chiu, B.Comm, CFP | Investment and Marketing Associate | Phone: 416 355 6365 | Fax: 416 355 6346 | Toll Free: 1 877 355 6340 | emily_chiu@scotiamcleod.com
Emily graduated with a Bachelor of Commerce degree, specializing in Economics and Finance, from University of Toronto.
She earned her Certified Financial Planner (CFP) designation in 2006 and completed investment industry courses such as CSC, CPH, IMT from the Canadian Securities Institution.
Emily began her career in the mutual fund industry after graduating from university. She gained extensive experience working as an Investment Associate at ScotiaMcLeod during 2000-2004. Since then, she pursued other roles outside of ScotiaMcLeod, such as investment product analyst at an insurance company and as a sales associate on the institutional sales desk of an investment firm. Emily joined the Moir Team in December 2008.
Matthew Zavaglia | Administrative Assistant | matthew_zavaglia@scotiamcleod.com
Matthew Zavaglia, Administrative Assistant, is a fourth year University of Toronto student planning to graduate in June 2010 with a major in economics and urban, economic and social geography. Matt has been a part of the Moir Team at ScotiaMcLeod for over a year.
