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VerifiedFinancial Services· Founded 2023

Moat Financial Limited

Moat Financial Limited is an independent Portfolio Management firm. The goal at Moat is to put clients first, provide independent advice and use a variety of investment tools to deliver quality service. Our investment philosophy is based on the principles of value investing. We build investment policy statements and portfolios for each individual client based on their specific financial goals.

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HeadquartersVancouver, CanadaEmployees2(1 to 10)Founded year2023Websitemoatfinancial.caLinkedIn profileLinkedIn

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Top roles at Moat Financial Limited

3 distinct titles indexed · top 3 shown.

  • 1associate portfolio manager
  • 1ceo, portfolio manager
  • 1intern

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