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Bruce Moffatt
Principal And Managing Director at Terra Cotta Financial
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Work Experience
Principal And Managing Director
2014 - Present · 11 years
Macquarie Private Wealth
Portfolio Manager
2012 - 2014 · 2 years
Director, Wealth Management
2010 - 2012 · 2 years
Company Details
2-10 Employees
Terra Cotta Financial Group is dedicated to Inspired Living. They are a multi-talented wealth management advisory group serving affluent individuals, business owners, executives, and professionals; our goal is to celebrate with our clients when they achieve their life goals and milestones. We help our clients solve critical gaps in their financial lives, by working diligently to find the best solutions and then follow through to ensure that those solutions are implemented. Terra Cotta Financial Group integrates with your team of professional advisors such as estate planning lawyers, trustees and accountants to fill the gaps and to ensure that your financial plan is executed and gives you exactly what you want.
Year Founded
2013
Social Media
Linkedin
Industry
Financial Services
HQ Location
140 Main St. N. Brampton, Ontario L6V 1N8, CA
Keywords
Financial PlanningWealth ManagementEstate and Tax PlanningLiving BenefitsLife InsuranceStrategic Financial PlanningBusiness Succession PlanningRisk ManagementRetirement PlanningGroup Plans
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