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Tara Moreiko is an Associate, Family Office Solutions at Prime Quadrant.
Prior to joining Prime Quadrant, Tara was a Manager at a Corporate Family Office where she provided financial planning services, tax and estate planning, as well as technical expertise in the areas of tax and financial reporting.
Prior to that Tara worked at Scotiabank as a Senior Financial Planning Associate. Tara obtained her CFP in 2001; she has completed the Canadian Securities Course and the Investment Management Techniques course with the Canadian Securities Institute and is currently enrolled in The Law of Trusts with the Society of Trust and Estate Practitioners.
Tara is a member of the Estate Planning Council of Halton, and a seniors-focused networking group. Outside of work Tara enjoys spending her time volunteering with an animal rescue organization and reading.
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