"The Mandeville Difference"

invest like the wealthy

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Team Moir offers an extraordinary client-focused experience with the goal of optimizing wealth creation for investors, business owners, and families in the Hamilton, Burlington, Niagara, and Greater Toronto Area.

Philosophy

When choosing who to partner with as your advisor, it is crucial to know that you align. We earn your trust when we have a shared philosophy of wealth creation. Get to know more about our process of stewarding your wealth, investment management, and more!

Partners

If you’re prepared to invest your hard-earned wealth, then you should invest 10 minutes to listen to what Team Moir partners say about John and Sean.

Knowledge

Our greatest asset is an educated partner. We have compiled videos discussing our best investment philosophies and addressing wealth creation techniques. Access our thoughts.

Contact Us

Every journey begins with a single step. Only you can take that step to reach out to us to schedule your first meeting where we’ll get to know each other more, establish goals, and start your personal wealth creation strategic plan.

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Access to Private Alternatives

Albert Einstein said, "The definition of insanity is doing the same thing over and over expecting different results". If you are questioning whether the status quo has or will continue to secure and create outsized wealth; discover how access to unique private and alternative investing is a paradigm shift in wealth creation.

Target Absolute Return Pension Portfolio

We believe in approaching asset management with two key guiding principles. First, we believe Canadians are looking for steady, predictable, and consistent portfolio growth. Second, we believe that your portfolio can be built using the guidance and proven successful investment formula found at the Canada Pension Plan, Ontario Teachers’ Pension Plan, and wealth-creating companies like Warren Buffet’s Berkshire Hathaway.

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Insurance as an Asset Class

It's time for a paradigm shift for the discerning investor. Turn your Life and Critical Care Insurance into an asset class that not only provides wealth protection, risk mitigation, and intergenerational estate planning, but also creates wealth that can benefit you and your family today and tomorrow.

Building Your Team

“It is the long history of humankind that those who learned to collaborate and improvise most effectively have prevailed” are prescient words by Charles Darwin for the discerning affluent wealth creator. The formula for protecting and growing your wealth is built on the creative collaboration between professional, seasoned, and accredited: accounting, private banking, legal, and portfolio managers. Your foundational team begins here.

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Current Finance & Planning Articles

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