John Moir Email & Phone Number

Basic financial planning and solutions for a wide range of clients, from recenlty married to retired individuals and couples who want the straight bill of goods on their portfoilios during these times of lower returns and volitile investment markets. There is no one solution for everyone; plans are individually tailored to fit each need. I refer complex requirements to our team members who include investment specialists, Chartered Financial planners, and specialists in business planning for sucession and risk management. The best interests of the client are always paramont in our discussions and subsequent plans.

Financial planning for individuals and small bussiness. Design and placement of group insurance and pension plansfrom 5 to over 100 employees as well as affinity professional groups.

Credit officer and manager of smaller branch