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.
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.
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.
Maria Marrese
Manager, Operations and Service
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.