Products and Services

We represent a variety of mutual fund and insurance companies to ensure our clients get the product that meets their needs. We offer our clients mutual funds through our investment dealer Investia Financial Services. They service many advisors across Canada and are the preferred dealer of iA Financial Group. Our office can assist you with a wide range of services such as:

Retirement and Investment Planning:

• Mutual Funds
• Segregated Fund Policies
• GICs
• Annuities

Insurance/Estate & Legacy Planning:

• Term/Mortgage Insurance
• Permanent Insurance (Whole Life or Universal Life)
• Disability Insurance
• Long-Term Care Insurance
• Critical illness

Employee Benefits:

• Living Benefits
• Accidental Death and Dismemberment
• Dependent Life
• Weekly Income and Long-Term Disability
• Medical and Dental Benefits
• Health-Care Spending Accounts
• Employee Assistant Programs
• Group Pension Plans and Group RRSPs

David Moore is registered to sell mutual funds in the provinces of Nova Scotia, New Brunswick, Newfoundland, PEI, Ontario, Manitoba, Alberta & British Columbia.

David Moore & The Moore Wealth Group are registered to sell insurance products in the province of Ontario, Nova Scotia, and Northwest Territories.

Mutual Funds: Mutual funds, exempt market products and/or exchange-traded funds are offered through Investia Financial Services Inc. (“Investia”). Mutual funds, exempt market and exchange-traded funds products are sold exclusively by Representatives who are licensed by provincial regulators and registered with Investia.

Commissions, trailing commissions, management fees and other expenses may be associated with mutual fund/exempt market products/exchange-traded funds investments. Please read the Fund Fact or prospectus carefully before investing. Mutual funds, exempt market product investments and exchange-traded funds are not guaranteed, their values change frequently, and their past performance may not be repeated.

Segregated funds: Segregated fund products are offered through multiple carriers.

Subject to any applicable death benefit guarantee, any part of the premium or other amount that is allocated to a segregated fund, is invested at the risk of the policy owner and may increase or decrease in value according to the fluctuations in the market value of the assets of the segregated fund.

Insurance: Insurance products are provided through multiple insurance carriers.

GICs: Guaranteed Investment Certificates (GICs) are offered through Investia Financial Services Inc.