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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 Retirement
Faced with having to make a choice between taking a different job within her current company or taking a severance package Mr. and Mrs. Feldner turned to Moneystrat for advice...