At Moat we work with clients to build customized investment portfolios based on their needs. All client accounts are managed on a discretionary basis in accordance with their investment policy statement. In addition to managing the portfolio, we work directly with client's accountants, lawyers and other professionals to ensure they are structured in the most efficient way possible.
Registered Retirement Savings Plans
Non-Registered or "Cash" Accounts can be denominated in Canadian or US Dollars
Tax Free Savings Accounts
Corporate Accounts offered in Canadian and US Dollars
Various Types of Trust Accounts offered in Canadian and US Dollars
Estate Accounts for Executors to settle estates. Available in Canadian and US Dollars
Registered Disability Savings Plan
Registered Retirement Income Fund
Life Income Fund and
Locked-In Retirement Income Fund
Registered Education Savings Plan
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