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Chase Moreira full photo
 

CHASE MOREIRA

Vice President
Edmonton, Alberta

780-641-1570
cmoreira@cclgroup.com


For more than a decade, affluent households, corporations and foundations in the Edmonton area have trusted Chase to provide them with investment guidance. Before joining CC&L Private Capital, Chase worked with clients at RBC Wealth Management and TD Wealth.

Chase holds the Chartered Investment Manager (CIM) and Certified Financial Planner (CFP) designations, among a number of designations and accreditations specific to wealth management and high-net-worth financial planning. He has passed Level I of the CFA exam.

Born and raised in Edmonton, Chase is passionate about the success of his clients and his community. He enjoys contributing time to a number of community organizations, and has a particular interest in improving the financial literacy of young adults.

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