portrait of Brian Moist

Focus Areas

  • Retirement savings strategies
  • Business owner considerations
  • Wealth strategies

Team Members

  • Julie Fennell
    Registered Branch Associate

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:00AM - 03:00PM
Tue 07:00AM - 03:00PM
Wed 07:00AM - 03:00PM
Thu 07:00AM - 03:00PM
Fri 07:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

More to explore

Find your starting point

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Start here

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Setting your path

We use an established process to help you reach your goals.

Learn More