About Us
About Us
David S. Moore
PFP STI, Investment Funds Representative, Life Insurance Agent
The Moore Wealth Group was founded in 2008 by David S. Moore. Dave is the current owner and President of the firm. He was born and raised in Dartmouth, NS. Dave spent his earlier years as an advisor with the Bank of Nova Scotia and RBC. Being an entrepreneur he left RBC in 1998 and entered the world of full financial security planning including the protection of client's wealth with insurance. He is now an independent financial security advisor and a distributor for Investia Financial Services after moving from Canada Life Assurance Company, where he operated for more than 20 years. He owns a building in the heart of downtown Dartmouth and transformed it into his boutique firm, “The Moore Wealth Group".
Dave strives to keep his clients' best interests at heart. He realizes that planning your retirement can be overwhelming. He takes pride in what he does and ensures that he and his staff adhere to a strict code of conduct and up-to-date training. He is a strategic thinker in regard to tax-effective strategies, wealth creation, and protection.
Client Service
We know that personal service is key to helping you find the right solution for your financial security needs. If you have questions about your financial security plan or specific financial products, contact us and we can set up a time to meet. We can discuss my services, review your specific needs and address any questions you may have. Contact us today.
Natalie LeBlanc
Executive Associate, Licensed Assistant at Investia Financial Services Inc.
Your go-to for questions regarding online access to your investments, completing any paperwork, or understanding your statements, Natalie is Dave's mutual fund-licensed associate for all things related to processing trades on your investment accounts. With over 11 years in this role in the industry, Natalie is well-versed in mutual fund operations and in supporting your advisor on a day-to-day basis. She is a welcome addition to the Moore Wealth team in 2022, and looks forward to assisting Dave and his clients in the years to come.
Lisa R. Moore
OPERATIONS MANAGER
Will organize and coordinate office administration and procedures in order to ensure organizational effectiveness, efficiency, and safety. The Office Manager is responsible for developing intra-office communication protocols, streamlining administrative procedures, inventory control, office staff supervision, filing and task delegation. Lisa is an energetic professional who doesn't mind wearing multiple hats. She is experienced in handling a wide range of administrative duties and executive support-related tasks and able to work independently with little or no supervision. Lisa brings considerable experience dealing with people in a leadership role, a very high level of organization and great attention to detail to the role of Operations Manager with The Moore Wealth Group.
