Our Team
Paul Mancuso | Steven Ross | Brian Herod | Trahern Toyman
Brian Herod
Assistant to David Brodigan
Client Services Representative
Brian joined Moneystrat in October 2010 from his most recent role as Financial Services Representative with CIBC in London Ontario. Brian is a graduate of the University of Western Ontario with a Bachelor of Managerial and Organizational Studies, Finance (BMOS). He worked for 3 years as a consultant for Investors Group in London, Ontario managing and servicing his own book of business. He was also a licensed Insurance Representative though Great-West Life.
Brian passed the Canadian Securities Course and Conduct and Practices Exam in June 2011.
Case Study:
Planning your Family's Security
Planning your Family's Security
John and Marie Kasun, a young couple with 2 young children, had recently bought their first home. John had just started a business and Marie worked from home and earned a significant self-employed income but they had no insurance...
[ READ CASE STUDY ]
[ READ CASE STUDY ]