Trent Karl Moore

Mr. Trent K.
Moore, CFA, is a Senior Portfolio Manager at TD Waterhouse Private Investment Counsel, Inc. With over 16 years of financial services and investment experience, he is actively focused on providing comprehensive wealth management solutions to individuals and families, estates &trusts, and charitable and business organizations.
His role is to create a fully integrated and comprehensive plan for clients, by ensuring that the appropriate experts are brought in when required, to apply their specialized knowledge to a particular situation.
This can range from investment management, to estate planning, and to credit and insurance needs.
This partnership is crucial to client's evolving needs from the accumulation of wealth to the preservation and transitioning of their wealth through every stage of their life.
He received his Bachelor of Business Administration degree from the University of Regina.
He also holds the Certified Financial Planner (CFP) and the Canadian Investment Manager (CIM) designations.