Financial Planning Assistant
Moira has worked in the financial services industry since 1985. At the beginning of her career, she obtained a degree in Education from the University of Victoria. This has served her well in helping clients and our financial advisory team run in a well-oiled fashion.
Moira supports Teresa in preparing financial plans, assisting in monitoring and reporting of investment portfolios, and helping to manage the day-to-day business.
Degrees and Designations
- B. Ed. – University of Victoria
- CSC, Honours (Canadian Securities Course)
- CPH (Conduct and Practices Handbook)
- LLQP (LLQP (Life License Qualification Program)
Like Teresa, Moira has been an avid volunteer. The mother of two high-school dance students, she has served in event planning and costume design. Moira’s husband, Steve, is a Chartered Accountant and avid triathlete.