CTOs on the Move

Investment Planning Counsel - Donald Moffat

www.thedaviesmoffatteam.com

 
Investment Planning Counsel - Donald Moffat is a Brantford, ON-based company in the Financial Services sector.
  • Number of Employees: 0-25
  • Annual Revenue: $1-10 Million

Executives

Name Title Contact Details

Similar Companies

Rinald Tax Advisory

Rinald Tax Advisory Inc. is a Victoria, BC-based company in the Financial Services sector.

Brent Keylock, Certified Financial Planner

Brent Keylock, Certified Financial Planner is a Red Deer, AB-based company in the Financial Services sector.

Mintz Levin Financial Advisors

Mintz Levin Financial Advisors is a Boston, MA-based company in the Financial Services sector.

Metro Direction Financial

Metro Direction Financial Inc. is a Markham, ON-based company in the Financial Services sector.

AUA Private Equity Partners

AUA Private Equity Partners, LLC (“AUA Private Equity”), based in Florida, is an operationally-focused, lower middle-market private equity firm that makes equity investments in companies in the consumer products and services sectors, with a particular focus on family-owned businesses or companies benefiting from the growth of the U.S. Hispanic population. The firm is led by Managing Partner Andy Unanue, shareholder and former Chief Operating Officer of Goya Foods, Inc., the largest and most successful Hispanic-owned food company in the United States (founded by the Unanue family). He is complemented by a cohesive team of investment professionals with significant institutional private equity experience.