We represent a variety of mutual fund and insurance companies to ensure our clients get the product that meets their needs. Our office can assist you with a wide range of services such as:
Retirement and Investment Planning:
We offer our clients mutual funds through our investment dealer Quadrus Investment Services Ltd. They service many advisors across Canada and are the preferred dealer of Great-West Life Insurance Company.
David Moore is registered to sell mutual funds in the provinces of Nova Scotia, New Brunswick, Ontario, Manitoba and Alberta.
David Moore is registered to sell insurance products in the province of Ontario and The Moore Wealth Group Inc. is licensed to sell insurance products in Nova Scotia.
Insurance products, including segregated fund policies are offered through The Moore Wealth Group Inc., and David Moore and Melissa Allan offer mutual funds through Quadrus Investment Services Ltd.
NS Advisory Board Member