Bruce Moffatt

Bruce Moffatt Email and Phone Number

Managing Director at Terra Cotta Private Wealth Inc. @ Terra Cotta Private Wealth
brampton, ontario, canada
Bruce Moffatt's Location
Mississauga, Ontario, Canada, Canada
Bruce Moffatt's Contact Details

Bruce Moffatt personal email

n/a

Bruce Moffatt phone numbers

About Bruce Moffatt

Terra Cotta Private Wealth Inc. is dedicated to Inspired Living. Our clients have unique - and inspired - personal goals. Most are multi-dimensional and therefore, often have more than one goal, as well as many financial complexities. TCPW provides intelligent and flexible wealth management strategies and services to solve those complexities and to achieve each of an individual’s inspired goals.Wealth preservation, income generation, philanthropy, business succession are all priorities to affluent Canadians. Our team of professionals will take you to the next level by also looking at your strategic debt and liability management, hard asset risk management, estate and financial planning, as well as introducing private banking services.But what’s it all for? None of this means anything unless you have your own vision - your own goals and objectives.Where do you want to start? Where is your priority, or passion, in your financial life right now? We are a strong partner to get you started. We will guide you through The TCPW Process to craft and maintain a complete wealth plan or multiple wealth plans to achieve each one of your goals.

Bruce Moffatt's Current Company Details
Terra Cotta Private Wealth

Terra Cotta Private Wealth

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Managing Director at Terra Cotta Private Wealth Inc.
brampton, ontario, canada
Website:
terracottawealth.ca
Employees:
5
Bruce Moffatt Work Experience Details
  • Terra Cotta Private Wealth
    Principal And Managing Director
    Terra Cotta Private Wealth 2014 - Present
    Toronto, Canada Area
    Managing DirectorWe understand the depth and breadth of priorities to affluent Canadians. Our clients are multi-dimensional and therefore, often have more than one goal, as well as many financial complexities. We will show you solutions to handle those complexities and challenges you may be facing. We will leverage the strength and depth of our industry resources to meet each goal.
    View
  • Macquarie Private Wealth
    Portfolio Manager
    Macquarie Private Wealth Jul 2012 - 2014
    Toronto, Canada Area
  • Richardson Gmp Limited
    Director, Wealth Management
    Richardson Gmp Limited Nov 2010 - Jul 2012
    I head the Investment Management and Practice Management for The Moffatt Harvey Group. I am involved in, and lead all aspects of our investment due diligence, portfolio construction and management and client reporting.
    View
  • Richardson Partners Financial Limited
    First Vice President
    Richardson Partners Financial Limited Jun 2005 - Nov 2010
  • Cibc Wood Gundy
    Vice President
    Cibc Wood Gundy Jan 2002 - Jun 2005
    View
  • Merrill Lynch Canada Inc.
    Vice President
    Merrill Lynch Canada Inc. 1998 - 2002
    Etobicoke, Ontario

Bruce Moffatt Skills

Wealth Management Portfolio Management Investment Management Retirement Planning Alternative Investments Due Diligence Investment Strategies Financial Advisory Finance Investment Advisory Estate Planning Mutual Funds High Net Worth Individuals Risk Management Asset Allocation

Bruce Moffatt Education Details

Frequently Asked Questions about Bruce Moffatt

What company does Bruce Moffatt work for?

Bruce Moffatt works for Terra Cotta Private Wealth

What is Bruce Moffatt's role at the current company?

Bruce Moffatt's current role is Managing Director at Terra Cotta Private Wealth Inc..

What is Bruce Moffatt's email address?

Bruce Moffatt's email address is br****@****pfl.com

What is Bruce Moffatt's direct phone number?

Bruce Moffatt's direct phone number is +141657*****

What schools did Bruce Moffatt attend?

Bruce Moffatt attended The Wharton School, Keiller Mackay Ci, Keiller Mackay Ci, Strategic Coach, Strategic Coach.

What are some of Bruce Moffatt's interests?

Bruce Moffatt has interest in Health, Children, Arts And Culture, Economic Empowerment.

What skills is Bruce Moffatt known for?

Bruce Moffatt has skills like Wealth Management, Portfolio Management, Investment Management, Retirement Planning, Alternative Investments, Due Diligence, Investment Strategies, Financial Advisory, Finance, Investment Advisory, Estate Planning, Mutual Funds.

Who are Bruce Moffatt's colleagues?

Bruce Moffatt's colleagues are Kent Mosur, Jeff Teeter.

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