John Moir Email & Phone Number
Founder and Managing Partner @ Team Moir
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John Moir Location
- Burlington, ON, CA
John Moir Work
- 2004 -now Founder and Managing Partner @
- 2014 -2021 Senior Investment Advisor @
- 2011 -2014 Senior Investment Advisor @
- 2007 -2011 Senior Investment Advisor @ DWM Securities Inc
- 2004 -2007 Mutual Fund Sales Representative @ Sterling Mutual Funds
- 2000 -2004 Owner, V.P. Sales and Marketing @ Crystal Wealth Management System Ltd.
- 1996 -2000 Mutual Fund Sales representative @ FundEX Investments Inc.
- 1994 -1995 Mutual Fund Sales representative @ Financial Concept Group
- 1980 -1993 Owner, President and Creative Director @ Moir Advertising
John Moir Education
- Canadian Securities Institute
CSC (Investment, personal financial management)
2006-2007 - McMaster University
(History, Economics)
1974-1977
John Moir Skills
- Estate Planning
- Financial Advisory
- Financial Planners
- Fixed Annuities
- Bonds
- Insurance
- Retirement Planning
- Financial Planning
- Portfolio Management
- Investments
- Mortgage Lending
- Investment Advisory
- Asset Allocation
- Financial Services
- Wealth Management
- Equities
- Mutual Funds
- Strategic Financial Planning
- High Net Worth Individuals
- Investment Strategies
- Risk Management
- Small Business
- Retirement
- Securities
- Investment Management
John Moir Summary
- John Moir, based in Burlington, ON, CA, is currently a Founder and Managing Partner at Team Moir. John Moir brings experience from previous roles at Mandeville Private Client Inc., Manulife Securities, DWM Securities Inc and Sterling Mutual Funds. John Moir holds a 2006 - 2007 CSC in Investment, personal financial management @ Canadian Securities Institute. With a robust skill set that includes Estate Planning, Financial Advisory, Financial Planners, Fixed Annuities, Bonds and more. John Moir has 2 mobile phone numbers on RocketReach.
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