Our Team
Steven Ross | Zachary Webster | Karen Frampton | Stephanie Rashid
Steven Ross
Assistant to David Brodigan
Client Services Representative
Steven began his career with Moneystrat in January 2003 and has his Business Administration Diploma from Humber College Institute of Technology and Advanced Learning. Steven has over 20 years experience in the financial services industry beginning at an investment brokerage firm. Prior to joining the Moneystrat team he held positions in Service Quality and Communications at AIM Trimark Investments and Client Services at Mackenzie Financial.At Moneystrat, Steven's responsible for assisting David Brodigan with his financial planning practice and providing superior service to his clients. In addition, he brings a great deal of process improvement and technological knowledge to the entire Moneystrat team.
Steven has become a familiar presence for clients and is known to many as the 'voice' of Moneystrat.
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 ]