Our Team
David Brodigan | Earla Burke | Ana Popovic | Paul Mancuso
Krista Lise Seaman, CFP
"To me a successful financial plan is one designed to achieve an individual's goals using products that the client is comfortable with."
Krista joined Moneystrat over twenty years ago. She is a graduate of Ryerson University with a degree in Business Management, majoring in accounting and finance.
Krista continues to educate herself in the area of finance by attending such programs as the Mutual Funds Course through the Investment Funds Institute of Canada, the Life and Accident and Sickness Insurance Course through the Ontario Insurance Commission, the Canadian Securities Course and the Conduct and Practices Handbook Courses through the Canadian Securities Institute, and in 2002 earned the Certified Financial Planner designation.
Krista is our in-house accounting and tax specialist.
Testimonials
"Very seldom do we say thanks to the people who help us the most. I would like to thank you for all your help when I started my business. You have taken a deeper interest in all aspects of our finances and you are there for us whenever we need you. Thank you from both of us,"- G.W. and P.W.
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 ]