We develop personalized wealth strategies for each client.

We work with affluent families, professionals and business owners using a long-term, value based approach to portfolio management.

Our team brings over 60 years of combined experience in the wealth industry. We have worked hard for many years to build a reputation in the community and among our clients that is based upon trust, hard work and a commitment to excellent client service.

Moxam Cassio Wealth Managementís established investment philosophy allows for each portfolio to be managed according to the individual needs of each client.


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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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