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  1. Home
  2. About
  3. Our Process

Our Process

We believe that a strong planning process and methodology is the best way to create a financially secure plan. Your  financial plan should protect your current needs while simultaneously preparing for the future, in a tax efficient manner.

We have established a process which focuses on two key aspects of financial security: asset protection and wealth creation. Your financial plan must ensure financial security throughout your life, for both you and your loved ones. It must provide income replacement and asset protection in the event that the unthinkable occurs: disability, critical illness or death. The plan must also build the maximum it can via a solid, tax efficient, wealth portfolio.

With these goals in mind, we will work together to assess your financial planning needs. We will consider important purchases and milestones such as a first home, marriage, children, education, and retirement. Your plan will entail regular review of ongoing financial management strategies.

Our approach is designed to help you:

  • Define customized short and long-term goals that ensure you choose only the right financial products and services;
  • Identify roadblocks or gaps that might impact your financial planning strategy; and
  • Continually monitor your plan to ensure it meets your changing needs.

Contact us today and find out more about our financial planning process.

 

What is Financial Planning?

  • Financial planning is about more than preparing for retirement. It’s about working to achieve short and long-term goals and helping protect the most important things in your life.
  • Working with your trusted advisor will allow you to create a plan that includes solid insurance and investment products and is flexible enough to meet your changing needs.
  • Your first step to achieving financial security is by creating a strong financial strategy. Your trusted advisor  will work with you to prepare a plan that helps you:
    • Prepare for a secure, comfortable retirement or minimize your current taxes;
    • Pro-actively manage and control debt, from major purchases to a child’s post-secondary education;
    • Provide for your loved ones or heirs in the event of death, disability or critical illness; and
    • Protect your business and your employees through affordable benefits.

About

  • Our Team
  • Our Philosophy
  • Our Process

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Brandon Durant
Certified Financial Planner®

Phone: 613-829-7874
Fax: 613-721-9781
Email: brandon.durant@dfsin.ca

Office Address:

880 Lady Ellen Place, Suite 200, Ottawa, Ontario K1Z5L9

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*Mutual funds distributed through Desjardins Financial Security Investments Inc.

Life and Health Insurance products are provided by Brandon Durant through Desjardins Financial Security Independent Network. Life and Health Insurance products and services are not available through Desjardins Financial Security Investments Inc. (DFS Investments) nor are the insurance plans or services available and/or offered supervised or reviewed by DFS Investments. DFS Investments is the Mutual Fund Dealer through which  Mutual Fund Products and Services are provided. 

About Desjardins Financial Security Investments Inc.

This site is not the property of Desjardins Insurance1 or Desjardins Financial Security Independent Network. They do not have any control over the content or the use of the site.

Desjardins Insurance1 and Desjardins Financial Security Independent Network shall not be liable or responsible to any person for any harm, loss or damage (whether arising in contract, tort, negligence or otherwise) that may arise directly or indirectly from this site, the inability to use, or malfunctioning of this site or the information contained herein, including any direct, indirect, special, third party or consequential damages. 

This site is not the property of Desjardins Financial Security Investments Inc. (DFS Investments). DFS Investments has control over the content of this site by their review of the information provided in accordance with its policies and procedures. DFS Investments is not responsible for the content in this website that is unrelated to the business of DFS Investments nor is it responsible for the monitoring or supervision of these other business activities. 

1 Desjardins Insurance refers to Desjardins Financial Security Life Assurance Company, a provider of life and health insurance and retirement savings products. 

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