John Moir Email & Phone Number

Hamilton, Ontario

ACCESS THE EXTRAORDINARYCOORDINATION AND STEWARDSHIP OF PERSONALIZED WEALTH MANAGEMENT SERVICES FOR DISCERNING INVESTORS MANAGED BY SEAN MOIR CIM PORTFOLIO MANAGER MANDEVILLE PRIVATE CLIENT INC- Boutique Multi-Discipline Family Office- Low Volatility Absolute Return Portfolio Design - Fee Based - Separately Managed Accounts- Tax Driven Strategies- Alternative, Exempt Market and Private Equity- Personalized Financial Planning- Personal and Business Transition Solutions- Personalized Retirement Planning- Income and Cash Flow Solutions- Commuted Pensions and Retirement Allowances - Stocks- REITS- ETF's- Bonds- Flow Through LP's- Mutual Funds- GIC's- Non-Registered cash and margin accounts - RRSP's; denominated Canadian and U.S. currency- TFSA's- RESP's- RDSP's- Group Pension PlansBANKING- Private Banking Relationship & Coordination - High Interest Personal and Business Accounts- Investment/RRSP loans- Debt Management Solutions- Mortgage referralINSURANCE- Participating Whole Life- Term Life- Universal Life- Immediate Funding Arrangements- Annuities- Charitable Gifting- Critical Illness- Group Benefits- Extended Health Coverage- Long-Term Disability- Travel Insurance

Hamilton, Ontario, Canada

Burlington, Ontario

Developed and incubated the growth of two new Canadian mutual funds.

Established and built a financial planning practice with over 350 clients.

Incepted and built a multi-millon dollar advertising, public relations and marketing agency specializing in the retail and automotive industry.

Csc, Investment, Personal Financial Management

Accredations include: Canadian Securities; Conduct and Practices; Wealth Management Essentials; LSVCC and additional accredations.

History, Economics