Daran Moxam - ScotiaMcLeod, Scotia Wealth Management

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Description

Daran Moxam · ScotiaMcLeod · Moxam Cassio Advisory · Scotia Wealth Management

Daran is a Portfolio Manager and a Certified Financial Planner with Moxam Cassio Advisory. He has been providing comprehensive wealth management solutions to affluent families, professionals, and business owners for over 20 years. Daran earned an Honours Bachelor of Commerce degree from Laurentian University. He is a Branch Manager, Senior Wealth Advisor and Portfolio Manager at ScotiaMcLeod and opened the Sudbury office in 1998. Daran takes the time to understand our clients' needs and goals, and then develops detailed financial strategies to meet these goals. He has a keen ability to identify and create opportunities for clients and incorporate them into their Total Wealth Plan. Whether it is retirement planning, estate planning or proper asset allocation, Daran’s experience and knowledge continually adds value to our clients. Daran and his wife Christine have three daughters. When not spending time with his family, he stays involved in the Sudbury community by sitting on various boards and coaching girl’s hockey. Daran is the past chair of the YMCA and is currently a board member of the Greater Sudbury Development Corporation.

Contacts

Phone
+17056742882

Address:
30 Cedar St Ste 802, Greater Sudbury, ON P3E 1A4

Website:
https://moxamcassio.com/contact/daran-moxam/