Meet the team

Moe offers an in-depth knowledge of financial strategies for business owners through his specialized background in personalized wealth management solutions. He leads an extended network of specialists and resources at RBC Dominion Securities, which delivers comprehensive solutions for his clients.

Moe has spent more than 18 years serving high-net-worth investors and their families. He joined the wealth management industry in 2003 after a successful career in tech and software startups as a business venture, where he saw the challenges owners face and the important role wealth management plays while running a business.

Moe has attained two of the top designations available to financial advisors, including Chartered Investment Manager (CIM®) and Financial Management Advisor (FMA). He has also been designated a Fellow of the Canadian Securities Institute (FCSI®), which is reserved for those who have met the most exacting standards for industry experience and advanced education. Showing his commitment to continuing education, Moe also recently completed the Advanced Finance Program from the Wharton business school of the University of Pennsylvania.

As an active member of the business community, Moe has a passion for creating opportunities for others through new introductions. He led a business delegation to the UAE in 2013, along with the city of Markham, and is one of the founding members of the Markham Stouffville Hospital’s Young Leaders Program, which has raised over $250,000 for the hospital. In his free time, Moe enjoys playing golf, reading, and spending time with his family.