Building Wealth. Preserving Legacies

Pension-style Investment Management

With more than seven decades of combined experience, our disciplined approach allows us to provide customized financial solutions to help grow and protect your wealth through varying market conditions and life changes. As a collaborative, integrated team, our shared goal is to offer you the relevant, custom wealth advice you deserve – and we begin with a conversation, so we can fully understand you.

Moyle Rowley Wealth Management Group

At Moyle Rowley Wealth Management Group, we believe that each client’s needs and goals are truly unique, and that wealth advice is too important to be bought off the shelf.

That’s why we offer a comprehensive range of wealth management services – from investment advice and portfolio management to financial, retirement and estate planning in collaboration with Wellington-Altus’ specialists.

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Client Testimonial

"We have long been clients of Team Grant/Steve/Karac. Our investment journey began some time ago when I met Grant more than 27 years ago to set up accounts for my mom. We have entrusted the team even now at Wellington. I have full confidence in them. They have a very human side where they can show true compassion for an aging client. My mom has been with them from the beginning. House calls are not uncommon where both Steve and Grant can be found not just talking money, but showing true concern and priority on the clients well being. There understanding of potential future life events for seniors and how to fiscally prepare for them are addressed up front, even if can be uncomfortable. " I would highly recommend this team. Always available. Emails and phone calls are promptly returned. You are not just a number. I feel a very personal connection with this team.

You and your team have been our family financial advisors for the past 17 years.

You have our best interests at heart and understand our financial goals and concerns. Your personalized investment proposals have benefitted us greatly and your advice has always been insightful, up-to-date, and helpful.

I have appreciated your regular updates on the financial markets and adjustments to our personal financial circumstances which have reliably been a source of wealth and reassurance.

We deeply appreciate the time and effort you have invested in us, Steve.

We have always been happy to refer you and your services to any of our friends and acquaintances.

“……what you and the team do for us is very reassuring and allows my wife and I to live our lives without having to worry about managing our investments. You are always there for us and provide us with great advice. I would also like to give a big shout out to Jordan, he has been terrific to work with and provided us with a lot of support when my daughter was purchasing her condo.”