The boutique discretionary asset management company was founded by Robert “Hap” Sneddon after a decade working for large national firms, Richardson Greenshields and RBC Dominion Securities. The creation of CastleMoore in 2003 was based on understanding that the investment landscaped had dramatically changed in 2000, that private clients and institutions require greater attention to risk management and asset protection to achieve their short and longer term goals.
Our clients are investors that have lower tolerance for investment losses yet also an expectation of value and transparency in their asset management. CastleMoore uses only all-inclusive and comprehensive fee pricing providing for unlimited portfolio transactions. This properly aligns client goals with investment management decisions.