Moyle Rowley Wealth Management Group is set to open its second location in downtown Barrie in early 2025.
With their mission of “building wealth and preserving legacies”, the new location aims to serve their expanding business and clientele.
Moyle Rowley Wealth Management Group has been operating in North York for over 30 years, and has deep roots in the Greater Toronto Area (GTA). They’re a tenured team, with a collective seven decades of wealth management experience.
Serving ultra-high-net-worth individuals, families, and businesses, they provide a premium client-first approach, and one-stop shop for independent advice.
Their second location will allow them to serve both the GTA, as well as the Simcoe-Muskoka area. The goal is to be able to effectively service clientele who are often between work in the city, and their cottage up north.
“With our multiple decades of experience, we identified a void in the Simcoe-Muskoka area for holistic wealth management, tax planning, tax prep, estate planning, financial planning, and wealth management all under one roof,” said Senior Wealth Advisor Grant Moyle. “We wanted to bring a higher level of wealth management to Simcoe County. It is a key under-served hub.”
The new location, at the corner of Collier St. and Mulcaster St. in Barrie, will be open to clients in the new year.
