Our Team
David Brodigan | Earla Burke | Ana Popovic | Paul Mancuso
Earla Burke, BA, BJ Honors
Certified Financial Planner
Chairman and Company Founder
"Everyone can benefit from objective financial advice. Money is such an emotional issue with most people, and no one really has the expertise or time to deal with it. I truly enjoy helping people become financially independent."
In 1983, after successful careers in business and post secondary education, Earla started the Moneystrat group of companies which included financial planning, mutual funds, securities and insurance.
Earla is a certified financial planner as well as a skilled and dedicated teacher who has helped thousands through her financial planning seminars.
Active in the financial community, Earla was Director of Education for the Canadian Institute of Management (1984-1986), served as Chair of the Independent Dealers (1983-1988) and as Governor of the Board of Directors (1986-1992) with the Investment Funds Institute of Canada. Her achievements are listed in both the Canadian and International Women's Who's Who.
Case Study:
Planning your Retirement
Planning your Retirement
While still working full time elsewhere, Mr. and Mrs. Client purchased a stone quarry and worked evenings and weekends on their new venture. The new enterprise brought with it issues related to tax, estate plans, insurance, accounting, business valuations, and ongoing investment of profits...
[ READ CASE STUDY ]
[ READ CASE STUDY ]