Building Wealth Today for Future Generations
For clients who prefer a much higher degree of predictability with their investment assets, and require an overall integrated approach to managing their net worth as a whole.
Stephen Moffat is a Portfolio Manager at RBC Dominion Securities, Canada's leading full-service wealth management firm with over 420,000 clients worldwide. With 20 years of experience helping investors achieve their most important goals. He has developed a proven system for bringing together, organizing and successfully managing all financial aspects of your household. Stephen’s program is ideal for high-net-worth families on three levels: the accumulation of wealth, the income and consumption required during retirement years, and the transfer of wealth to the next generation.
“I am very proud of the Moffat Wealth Management Program, created with the unending input and support of our clients. I firmly believe that this program is very unique, and is a dependable way to manage family wealth over the longer term. I welcome you to view the contents of the Moffat Wealth Management Program and other resources available on our website, and am confident in the program’s ability to help you achieve your personal financial goals.” – Stephen Moffat
