Trent Moore
Senior Investment Advisor
CIM®
CFP®
CFA
Working together to help you achieve what truly matters to you
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With 16 years of financial services and investment experience, I am actively focused on providing comprehensive wealth management solutions to individuals and families, estates &trusts, and charitable and business organizations. As a Senior Portfolio Manager with TD Wealth Private Client Group, I provide a high level of personalized service for my clients. As a member of TD Wealth Private Client Group, I work with a talented group of partners and have complete access to their expertise and the resources of our TD Wealth and TD Bank Group teams. My role is to create a fully integrated and comprehensive plan for my clients, by ensuring that the appropriate experts are brought in when required, to apply their specialized knowledge to a particular situation. This can range from investment management, to estate planning, and to credit and insurance needs. This partnership is crucial to my client's evolving needs from the accumulation of wealth to the preservation and transitioning of their wealth through every stage of their life. I hold designations including a Bachelor of Business Administration degree from the University of Regina, the Chartered Financial Analyst (CFA), the Certified Financial Planner (CFP) and the Canadian Investment Manager (CIM) designations. Outside work, I'm involved with the CFA Society of Victoria, as well as a member of the CFA Institute, and World Wildlife Fund. Most importantly I enjoy spending time outdoors with my wife, son and two dogs. The west coast of Canada is truly a spectacular place to live and enjoy!
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CIM®
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CFA
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Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
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As you develop your career as a physician or dentist, beginning with medical or dental school, through your residency and specialization training—on to being part of your own practice and retirement, TD is here to help with professional financial services for every step of your professional journey.
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You've worked hard to build your net worth and we understand how important it is to protect what you've built for generations to come. To help you navigate the myriad challenges of preserving wealth across multiple generations, we can create a plan that is tailored to your specific needs and values.
Trending Articles
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