• Home
  • About
    • What we do
    • Our Beliefs
    • Our Process
  • For Clients
  • Newsletters
  • FAQ
  • Testimonials
  • Disclaimer
  • Contact
  • Subscribe

Bev Moir, Sr. Wealth Advisor

We specialize in helping clients grow and protect their retirement savings and achieve their dreams!

From the category archives:

Charitable Giving

Integrating Charitable Giving into Your Financial and Estate Plan

by Beverley Moir on November 30, 2009

Taxable Advantages of Charitable Donations

by Beverley Moir on December 4, 2006

Spreading the Wealth

by Beverley Moir on August 14, 2006

Charitable giving shouldn’t be ‘taxing’

by Beverley Moir on October 24, 2005

  • Research and Reports

    • Daily Market Summary
    • Weekly Market Strategy
    • Weekly Equity Portfolio
    • Monthly Review
    • Quarterly Market Outlook

  • Topics

    • Caring for Elders
    • Charitable Giving
    • Dividend Paying Securities
    • Economy
    • Estate Planning
    • Financial Planning
    • Giving Back to the Community
    • Going Green
    • Government Programs
    • Home Buying
    • Humour
    • Income & Asset Protection
    • Investing
    • Job Loss
    • Kids & Money
    • Market Updates
    • Media
    • News from the Moir Team
    • Newsletters
    • Quotations
    • Recreational Properties
    • Retirement Planning
    • RRSP Tips and Strategies
    • Seminars
    • Socially Responsible Investing
    • Succession Planning
    • Tax Free Savings Accounts (TFSA)
    • Tax Planning
    • Weekly Updates

  • Bev Moir

  • Investing Links

    • IMCA
    • Investment Dealers Association
    • InvestmentHelp.org
    • Investopedia
    • Investor Education Fund
    • iShares
    • LifePoints Portfolios
    • Morningstar.ca
    • NASDAQ
    • NYSE Euronext
    • Ontario Securities Commission
    • Quotential Program
    • Report on Business Globefund
    • Select Sector SPDRs
    • Sovereign Program
    • The Fund Library
    • TSX Group

  • Retirement Planning

    • Canada Pension Plan Application
    • Canoe Money RRSP Tips
    • North Carolina Center for Creative Retirement
    • Old Age Security (OAS) Application
    • Old Age Security (OAS) Program
    • Personal Financial Workbook
    • Retirement Income Calculator
    • Retirement Planning Workbook
    • Retirement Readiness Assessment Tool
    • RetirementAdvisor.ca

  • Scotiabank

    • Branch & ABM Locator
    • Current Rates
    • Online Banking & Brokerage
    • ScotiaMcLeod Rosedale Group

  • Useful Links

    • Canada Revenue Agency
    • Canoe Money RRSP Tips
    • Health Toolkit
    • Important CRA dates for Individuals
    • Net Worth Financial Calculator
    • ScotiaMcLeod Fixed Floaters Dragon Boat Team
    • Service Canada
    • WealthFit
    • Women’s Health Matters
ScotiaMcLeod Logo

Bev Moir, MHSA, FCSI, CIMA, Sr. Wealth Advisor, The MoirTEAM
ScotiaMcLeod Rosedale Group, 1 St. Clair Avenue East, Suite 800, Toronto, Ontario, Canada M4T 2V7
Tel: (416) 355-6364 | Toll Free 1-877-355-6340 | Fax: (416) 355-6346
Email

Podcast Powered by podPress (v8.8)