Investment Counsel

Investment Management and Risk Management

When you join Terra Cotta, we invite you into the family, offering you exclusive investment opportunities that are typically not available to the general public. We carefully curate independent investment portfolios through our team of registered portfolio managers.

We carefully match you with the right investment opportunities to achieve your personal and financial goals at all crossroads of your life.

Bruce Moffatt

Managing Partner

Bruce is the co-founder of The Terra Cotta Financial Group and is a member of the Leadership Team. He is responsible for the creation, management, and strategy of the Terra Cotta corporate brand, products, and policy.

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Kenji Goto

Chief Compliance Officer |
Portfolio Manager

Kenji is the Chief Compliance Officer and Portfolio Manager for Terra Cotta Investment Counsel Inc. (TCIC). TCIC is the OSC registrant, a subsidiary of The Terra Cotta Financial Group, providing portfolio management and exempt market dealer services.

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Dave Gamble

Portfolio Manager

With nearly 25 years of investment industry experience, Dave’s passion has been working with entrepreneurial clients who require a detailed, professional approach to wealth management. He began his career in the financial services industry trading equities and options with a large Canadian bank-owned investment firm.

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Maria Marrese

Manager, Operations and Service

Maria is the Manager, Operations and Service for Terra Cotta Investment Counsel Inc. (TCIC). She is responsible for overseeing and coordinating day to day operational activities to improve effectiveness, productivity and client service.

Maria has held senior operational and administration roles in the banking and financial industry for over 25 years. Her experience includes managing a national money-in sales support unit for a large Canadian trust company and managing the fraud detection and anti-money laundering groups for a major Canadian bank. Most recently, Maria held a relationship management service role for a national private client investment group where she helped to create long-term value for internal and external clients.

Maria's unique combination of skills and experience make her a valued and welcome addition to our team. When not at work, Maria enjoys winding down with yoga and spending time outdoors.

Jeff Teeter

Dealing Rep

Since buying his first stock at the age of 16, Jeff's young curiosity in the financial world has fueled a long and successful career spanning over 30 years of investing experience ranging from real estate and public markets to private equity and Exempt Market Products. Jeff’s expertise and greatest area of focus over the near-15 years has been built around private equity, high net worth client portfolios and specifically in the Exempt Market. He has advised many prominent clients; retirees, entrepreneurs, executives and business owners alike, on protecting their wealth and maximizing tax efficiency with a focus on cash flow management. His unique approach and tailored solutions have fostered strong client relationships, unwavering client trust and exceptional client outcomes. When not following his passion of investing and economics, Jeff focuses on building his own private tech business and spending time with his wife and two children. Jeff is also an avid slo-pitch player and will occasionally hack up a golf course when time permits.

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