Michael Moffat, MBA

Vice-President & Investment Advisor

613-966-4681 | Email me
613-966-1811
1-800-463-9315

Born and raised in the Belleville area, Mike joined RBC Dominion Securities in 1997. A graduate of the University of Windsor, he holds a Bachelor of Commerce degree and has earned a Masters of Business Administration (MBA). Firmly believing in continuing education, Mike has completed the Professional Financial Planning course (PFPC), and has received the Financial Management Advisor (FMA), Financial Planner and the Canadian Investment Manager (CIM) designations. Mike has also completed his Life and Accident/Sickness license through the Canadian Association of Insurance and Financial Advisors (CAIFA).

In 2009, Mike was appointed Vice-President of RBC Dominion Securities which is the highest honour bestowed upon Investment Advisors at RBC DS.

Mike is also a member of the RBC Dominion Securities Executive Council. This distinguished group was formed to recognize the firms leading Investment Advisors and practitioners of wealth management.

Susan Walker

Associate Advisor

613-966-9192 | Email me

Susan joined Mike's team in 2002. Like Mike, Susan is licensed to provide solutions for Life and Living Benefits insurance; she has completed the Canadian Securities and Professional Financial Planning (PFPC) courses. Susan assists Mike with portfolio management, preparation of portfolio proposals and financial plans, handles insurance solutions and she often relays Mike’s financial advice and recommendations to clients.

Susan graduated from Queen's University and holds a Bachelor of Science in Geology with a medial in Economics. She started her career working as a Mine Geologist at a gold mine in northern BC. Susan is an active member of the Canadian Federation of University Women and enjoys traveling, hiking and biking. Susan is married and has 2 daughters.

Lydia Crosier

Associate

613-966-1494 | Email me

Lydia has been with the Royal Bank Group for over 27 years starting at Royal Bank as a teller, then as the Receptionist and Securities Administrator with RBC Dominion Securities. In 2003, Lydia started working with Mike and is responsible for all daily administrative duties and client queries related to account activity including RSP contributions, RIF payments, documentation, money transfers, etc.

Lydia has been a resident of Belleville all her life but enjoys the summer months exploring in her travel trailer with her husband and their dog, Ollie. Lydia's favourite past-times are photography (mostly nature), flower gardening and reading a good book.