Our Team
Meet Our Advisors
David Krug
Certified Financial Planner ®
Investment Representative
David is a highly motivated individual with 25 years of experience in the financial industry. David helps clients improve their financial health using basic financial tools including RRSP’s, Mutual Funds, Life Insurance and Group Benefit Plans.
David has a track record of success. He represented Canada as a member of the National Baseball Team and was drafted by the California Angels Major League organization. After baseball, he dedicated his time to finance where he was heard daily on CBC Radio commenting on investments and market activity. He continues to follow market trends but maintains a long term strategy with clients as the key to financial independence.
Matthew De Berardinis
Financial Security Advisor
Investment Representative
Matthew is driven to make a difference in his clients’ lives. He chose to become a financial security advisor as he felt it is a great way to positively affect the clients he works with. Whether it be achieving goals such as buying a car, funding a wedding, purchasing a house, or saving for that dream vacation, he always strives to turn dreams into realities. He also takes great care in risk management when it comes to protecting those goals, his clients’ lifestyles, and their families’ lifestyles. His approach is built on trust, being openminded to new strategies, and respect.
Matthew has been around the sports world for many years both working and as an athlete. Having been exposed to a high demand and production-driven environment, he has proven he has what it takes to handle these types of situations. While working as a manager at the Ford Motor Company assembly plant he strengthened his ability to work under pressure and deliver results. This complements the risk management and careful approach he learned when he worked in camp settings. His priority there was always the safety and protection of his campers and staff. His ability to work under pressure, deliver results, combined with creating protection enables him to create full financial strategies that will benefit his clients.
David Langill
Certified Financial Planner ®
Financial Security Advisor
My goal is to honestly assess client needs and goals, provide a professional, personalized financial security plan that offers solutions for clients, and meet regularly to discuss the ongoing results and keep the plan on the path for success. If clients succeed then I succeed!
I’ve worked in sales for more than 20 years and have been in financial services since 2012. I’ve helped many clients balance their long- and short-term goals and have built strong, lasting relationships. Using an integrated planning process, I’ll work with you to build a personalized financial security plan that fits your needs and helps manage your risk and bring your goals within reach. Through Freedom 55 Financial, I also have access to a team of experts when specialized advice is required.
When I’m away from the office, I work with many youth organizations including Oakville Minor Hockey, Oakville Little League baseball, Oakville Minor Lacrosse and the Oakville Soccer Club.
May Monaghan
Financial Security Advisor
Investment Representative
May's focus is to help professionals, people with young families, and small business owners to ensure that their personal and family financial security goals are realized. She helps her clients build a financial security plan to help them achieve their goals, whether it be buying their first home, choosing the right investments for their risk profile, saving for retirement, and estate planning.
She holds a Bachelor’s degree in Honours Psychology, Life Insurance License (LLQP), Mutual Funds Dealer License (MFDA) and is currently taking the actions to obtain her Certified Financial Planner (CFP) designation.
In her spare time, May is an avid hiker and recently summited Mount Kilimanjaro in Tanzania!
What Our Clients Say
Theresa M.
"At the age of 50 it was a difficult decision to transfer my pension to a LIRA investment account, but I did so because of the trust I had in my Financial Advisor, David Krug.
David was key in my decision to commute my pension and shape my future. Trust is everything. His knowledge, expertise and calm demeanour was reassuring and I am enjoying retirement with no worries & confidence that my money is not just safe, but building."