Brandon Moore brings over 12 years' experience to his role as an Investment Advisor. Beginning with RBC and then joining TD Wealth in 2001, Brandon began to establish the investment principles and approach that add value to his recommendations and client relationships today. Today, Brandon’s primary focus is developing and managing conservative balanced portfolios based on comprehensive financial & estate planning strategies. He believes that a balanced portfolio can provide growth and income with lower overall volatility and risk. He also specializes in fixed-income investing and has extensive knowledge of available yields and strategies, many of which use government, corporate and convertible securities that provide an income stream and capital gains. Brandon is fully licensed and holds a number of industry designations, including the Certified Financial Planner (CFP), Financial Management Advisor (FMA) and the Fellow of the Canadian Securities Institute (FCSI), recognized as the highest honour in the financial services industry. These accomplishments enable Brandon to provide superior service and to recommend solutions that help maximize investor confidence thanks to our commitment in any economy or market position.
We believe your unique vision should guide your wealth and investment plan. Our ongoing process helps us meet your unique needs as they change over time. We stay close to you and your life so that we are in tune with changes in your financial circumstances, investment goals, personal situation and vision for the future.
We start with a solid foundation to help build your wealth.
We will gather all relevant financial information and documentation, so that we can understand the complexities of your financial picture. After thorough review and analysis, we prepare a comprehensive financial plan to use as a road map to help guide us to your goals. Together we will help you define your specific goals and objectives, establish priorities and set time frames for making progress towards them.
We Structure Our Recommendations Based On Your Unique Priorities.
-Investment Planning - Tax and Estate Planning Strategies - Risk Tolerance - Cash Flow Planning - Retirement Planning - Charitable Giving - Liquidity - College Funding - Performance Objectives - Asset Allocation - Diversification -
It starts with an understanding of your vision.
Our in-depth discovery meetings will give our team a thorough understanding of you and your vision. We become familiar with not only your finances, but will also explore your needs, visions of success, and your family's unique circumstances.
It Continues with ongoing collaboration.
We are proactive in our approach and regular contact helps us ensure that your wealth and investment plan reflects changes in your life vision and your evolving priorities. We will follow up with you on an ongoing basis, so that you are up-to-date and informed about changes in the financial world that could affect you, your family, or your future.
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Toll Free: (888) 470-3023
Fax: (250) 470-3015
Branch Office: (250) 470-3010
Branch Fax: (250) 470-3015
Okanagan College Board of Directors and Okanagan College Basketball Alumni President
A slowing Chinese economy, Brexit and continued trade tension between U.S. and China are impacting markets. Kim Parlee talks to Bruce Cooper, CIO & CEO at TD Asset Management, about the changes in asset allocation to equities and fixed income stemming from these factors.
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
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