Team Moir

Overview

Team Moir describes itself as a generational family wealth management practice. Its offering draws on two generations of experience in wealth management and preservation, totaling more than 50 years. The firm says it works with engaged investors seeking a personalized family office platform.¹

History

A 2019 industry profile describes Team Moir as a father-and-son practice that grew from John Moir’s investment practice, which began in the 1990s, before he later joined forces with Sean Moir.²

Leadership

The firm identifies Sean Moir and John Moir as its principals. Sean Moir is a representative of Designed Securities Ltd., licensed to sell insurance products, and registered as a Portfolio Manager for clients in Alberta and Ontario.¹

Services

Team Moir lists intergenerational counselling, investment, insurance, accounting, legal, and private banking services among its capabilities.¹

What the firm offers

• Risk and insurance
• Private and alternative investments

Client Focus

The firm serves engaged investors seeking a bespoke, personalized family office platform.¹

Approach

Team Moir’s investment platform has been described as combining a disciplined asset-management framework with access to private equity and private income opportunities.³

Regulatory and Corporate Structure

Designed Securities Ltd., the investment dealer represented on the site, is regulated by the Canadian Investment Regulatory Organization and is a Canadian Investor Protection Fund member.¹⁴

The website states that Team Moir and SARBRO Inc. are separate legal entities.¹

FAQs

Related resources

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• GuideMFO vs SFO vs virtual family office

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• GuideThe annual MFO review

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• Similar firmsBC Partners in Planning Ltd.
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  Profiles of BC Partners in Planning Ltd., Lux Capital Corp S.A., and Northland Wealth Management give readers additional Canadian firms to research. Comparing their stated services, client focus, and operating models can help a family or business owner clarify priorities before speaking with a generational wealth management practice.

Sources

1. Team Moir
2. Wealth Professional, “Growing practice: The perfect stage for young advisor”
3. Wealth Professional, Team Moir investment platform profile
4. Canadian Investment Regulatory Organization

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.