bjmoir

Jessica Chard and Bev Moir
Jessica Chard and Bev Moir

Transitioning Clients to a New Wealth Advisor

After 26 years as a wealth advisor, I knew my clients well and cared deeply about who would take care of them on my retirement. Fortunately I was able to consider many potential options and met with several advisors to explore possibilities. In planning my departure, an important consideration was to provide the least disruption …

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Greetings!

After 26 years at Scotia Wealth Management in a role that I loved, and many years before in health care, it’s time for me to enjoy a well earned retirement! I’m excited to have more flexibility in my life to enjoy time with family and friends, my hobbies, including golf, tennis, hiking and power-walking, and a …

Greetings! Read More »