A trusted and caring advisor
Beverley (Bev) J. Moir, B.Sc.N. Queen’s University, MHSA, FCSI, CLU is an investment advisor, financial planner and retirement specialist who helps her clients achieve peace of mind through financial fitness – wealthFIT. Bev’s 20 years in the industry have gifted her with knowledge, expertise and many meaningful client and community relationships.
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.
“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”. – Bev
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 frequently called upon to be 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.
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 including the Junior League of Toronto, an organization of women committed to promoting voluntarism, developing the potential of women and improving communities through the effective action and leadership of trained volunteers.