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 Director of Wealth Management at ScotiaMcLeod, one of Canada’s leading investment organizations since 1931. Stephen manages over $425 million in assets for individual high net worth families and is proud of his 20 year career at ScotiaMcLeod as an Investment Advisor.

Stephen has developed a proven system for bringing together, organizing, and successfully managing all financial aspects of the client household. The program is ideal for high net worth families on 3 levels, the accumulation of wealth, the income and consumption required during retirement years, and planning for succession of assets.

 


 I am very proud of the Moffat Wealth Management System, created with the unending input and support of our clients. I firmly believe that this program is very unique, and is the only way to achieve predictable success in managing family wealth over the longer term. I welcome you to view to contents of the Moffat Wealth Management Program, and the resources available on our website, and hope that it helps you to achieve your personal financial goals.