Bruce Moffatt
Principal and Managing Director @Terra Cotta Financial Group
Mississauga, ON, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jan 2014 — Present
Principal and Managing Director @Terra Cotta Financial Group
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CA
Managing DirectorWe understand the depth and breadth of priorities to affluent Canadians. Our clients are multi-dimensional and therefore, often have more than one goal, as well as many financial complexities. We will show you solutions to handle those complexities and challenges you may be facing. We will leverage the strength and depth of our industry resources to meet each goal.
EDUCATION
N/A
The Wharton School
CIMA
SKILLS
Wealth ManagementInvestment AdvisoryHigh Net Worth IndividualsFinancial AdvisoryDue DiligenceFinanceAsset AllocationMutual FundsRisk ManagementInvestment ManagementRetirement PlanningEstate PlanningInvestment StrategiesAlternative InvestmentsPortfolio Management
ABOUT BRUCE MOFFATT
Terra Cotta Private Wealth Inc. is dedicated to Inspired Living. Our clients have…
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