FEATURED EXCELLENCE AWARDEE

https://advisor.wellington-altus.ca/moylerowleywealth/

https://www.linkedin.com/company/moyle-rowley-wealth-management-group-wellington-altus-private-wealth/?viewAsMember=true

moylerowley@wellington-altus.ca

289 800 9996

55 Mulcaster St, Suite 320 Barrie, ON L4M 0J4

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EXCELLENCE AWARDEE: Advisory Team of the Year (Under 10 Staff)

Moyle Rowley Wealth Management Group

https://www.facebook.com/nourprivatewealth/

@nour_private_wealth

@transalta

@mldwealthmanagementgroup5617

@blackfishfinance

Grant Moyle

Senior Wealth Advisor

James Britton has been in the industry for over four decades. In 2015, he recognized a need for comprehensive planning, not simply the “buy and hold and forget” approach, and rebuilt a client-focused practice. James’ attention to detail with a goal of minimizing risk and truly delivering value for clients isalso apparent in his philanthropic life. He is involved in a charitable initiative the team created, Warm up Saskatchewan, delivering warm winter clothes to those inneed. He also volunteers to help people with addiction and alcohol issues. Through these efforts – including prison outreach programs – the team has witnessed remarkable success stories that are truly inspiring. James has rescued girls 12 to 16 years old in Kenya from forced marriages by joining with a friend that witnessed this on the front lines. He sponsors a pastor and the 18 children he has taken off the streets of Kenya.

James Britton

Financial and Estate Planner

Moyle Rowley Wealth Management Group is a private wealth advisory team within Wellington Altus Private Wealth Inc., guided by a simple philosophy: Building Wealth. Preserving Legacies. With more than seven decades of combined experience, the team works with successful individuals, families, and business owners to deliver customized financial solutions designed to navigate evolving market conditions and life priorities. Moyle Rowley takes an independent, client-first approach, providing objective advice and access to a broad universe of investment opportunities beyond traditional products. Through institutional-style portfolio construction, including private markets, liquid alternatives, and tactical strategies, the team builds diversified portfolios designed to enhance long-term outcomes.

Steven Rowley

Senior Wealth Advisor

At Moyle Rowley, Karac Graham plays a key role in advancing our pension-style portfolio management, applying institutional principles to private wealth. Drawing from modern portfolio theory, he focuses on strategic asset allocation, private equity, alternative investments, and structured solutions to deliver diversified, risk-aware portfolios. He actively leverages his relationships with industry leaders to source opportunities and deepen our due diligence efforts. As a fully licensed options and derivatives professional, Karac can incorporate advanced strategies to manage risk and enhance portfolio efficiency when appropriate.

Karac Graham

Associate Investment Advisor

.he compassion, commitment, and attention to detail in his charitable work is reflected in James’ attention to clients’ portfolios and their estate planning.

Karac Graham

Associate Investment Advisor

Steve Rowley has spent the last 27 years of his career focused on matching clients’ financial goals to appropriate investments, always concentrating on dynamic risk management techniques along the way. He has worked closely with his friend and colleague Grant Moyle for over two decades, continuing to build a practice that spans generations of families, business owners, institutions, and foundations. They also collaborate with specialists, including tax and estate planners, as needed, to cover every facet of a client’s individual wealth circumstance. Steve is experienced in tough market conditions and has strong relationships with key analysts, traders, and research professionals who give him expert insight and access to pertinent market considerations.

Steven Rowley

Senior Wealth Advisor