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Case Study

David J. Brodigan, CFP®
President
Moneystrat Securities Inc.

"My focus is on financial planning, helping people to define their financial goals, protect their assets and ensure their investments are meeting their financial objectives. There is no better feeling than going home at the end of the day knowing you have helped someone to achieve their financial dreams, what ever that may be; Whether it's buying their first house, sending a child to university, starting an RRSP or enjoying their retirement lifestyle."


David studied Aviation & Flight Technology at Seneca College and started his business career as a Commercial Pilot. He entered the financial services industry in December 1998 after a successful 20-year career in international business. His international career took him to over 50 countries and included time living in New York and Amsterdam.

He apprenticed for two years under Earla Burke, Chairman and founder of Moneystrat, in order to learn the business and to better understand our client's needs. He has successfully completed the Canadian Securities Course, Conduct & Practices HandBook Course and Partners, Directors & Officers Course through the Canadian Securities Institute and earned the coveted Certified Financial Planner® designation through the Financial Planning Standards Council®.

As President and majority shareholder of Moneystrat, David is responsible for establishing the company's strategic direction and core company values. He ensures the company is compliant with all of the rules and regulations established by the Ontario Securities Commission and the Mutual Fund Dealers Association of Canada.

Testimonials

"David has assisted me with my financial matters associated with returning to Canada after a 13 year absence, purchasing my home, tax planning and filing, my children's education funds and so much more. I highly recommend him for anything from retirement planning to tax returns."
- Anita Klimczyk

"Upon reentering the workforce I met with David to set up RESPs for my three children. I had been a stay-at-home mom in their early years and didn't feel I could afford to save for their education. Under David's guidance the RESPs have grown steadily. This year my eldest dipped into the fund to enter her first year at the University of Toronto. David has mapped out the financial plan required to see all 3 through their post secondary education. Additionally, David manages my retirement savings. He met with and set up investment accounts for each of my children. He's giving them a jump-start to see their money grow and learn good financial habits! I confidently referred my sister and her family to work with David and they are very satisfied doing so. David has the ability to explain financial matters in easy to comprehend terms - that's exactly what I need."
- M. Kennedy


Case Study:
Planning the College Fund
Gillian and Ron Wright have 3 children aged 1, 4 and 6 and wanted to make sure they had enough to send all three children to University when the time came...

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