Our Services

At Moxam Cassio Wealth Management we believe a disciplined approach to financial planning and money management is the foundation for client success. Each client defines success differently. As portfolio managers we take the time to review every aspect of your finances and understand your goals before creating a comprehensive wealth plan to protect and grow your wealth. We create wealth management strategies that incorporate portfolio management, retirement planning, estate planning and protection.

Investment Management Services

  • Discretionary portfolio management
  • Structured portfolio construction and decision-making to minimize risk
  • Annual Review Process- includes performance review and financial plan update
  • Dedicated and accessible portfolio management team

Financial Planning

  • Detailed personal financial review to develop goals and needs
  • Comprehensive financial plan to reach your goals, includes financial, tax, retirement, will and estate strategies
  • Individual Pension Plans
  • Annual update to financial plan

Estate and Trust Planning

  • Help you document your goals and assist in formulating your Will and any related Inter Vivos trusts
  • Professionally administer, settle and manage estate and trusts of varying complexity and value in our capacity as executors and or trustee
  • Provide Executor assistant, we can help you with all major duties like tracing and protecting assets, paying and filing tax returns and more
  • Implement innovative strategies designed to minimize taxes and facilitate the transfer of wealth
  • Develop and facilitate charitable giving solutions, our specialists can assist you with all facets of legacy planning:
    • Establishing a private foundation
    • Day-to-day administration from our unique Instant Office
    • Managing the foundation’s investments
    • Consultation on strategic granting and gift planning

Private Banking

  • Highly personalized, dedicated Private Bankers focused on anticipating and addressing all your banking needs quickly, accurately and completely
  • Team of credit specialists who will facilitate your credit needs while offering favorable mortgages, term loans or lines of credit
  • Access to a variety of financial products offered by Scotia Capital Markets Group such as customized index and other asset linked notes, customized options, asset and Equity Monetization services plus other portfolio diversification tools

Arrange a professional consultation with our team…

 

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® Registered trademark of The Bank of Nova Scotia, used under licence. ™ Trademark of The Bank of Nova Scotia, used under licence. Scotia Wealth Management™ consists of a range of financial services provided by The Bank of Nova Scotia (Scotiabank®); The Bank of Nova Scotia Trust Company (Scotiatrust®); Private Investment Counsel, a service of 1832 Asset Management L.P.; 1832 Asset Management U.S. Inc.; Scotia Wealth Insurance Services Inc.; and ScotiaMcLeod®, a division of Scotia Capital Inc. ("SCI"). Wealth advisory and brokerage services are provided by ScotiaMcLeod, a division of SCI. Insurance services are provided by Scotia Wealth Insurance Services Inc., the insurance subsidiary of SCI. When discussing life insurance products, ScotiaMcLeod advisors are acting as Life Underwriters (Financial Security Advisors in Québec) representing Scotia Wealth Insurance Services Inc. SCI is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Moxam Cassio Wealth Management is a personal trade name of Daran Moxam and John Cassio.

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