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  3. Our Team

Our Team

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Brandon Durant, CFP®, CLU®, CHS™, TEP

Certified Financial Planner®

613-829-7874
613-721-9781
1-877-829-7874
brandon.durant@dfsin.ca

 

As a Certified Financial Planner (CFP®) working as an independent financial services professional, I am responsible for growing my own business. This process includes finding clients, servicing their requests and most importantly, keeping clients satisfied and exceeding their expectations.

I graduated from Algonquin College in Business Administration in 2010 and was recruited by Desjardins Financial Security Independent Network in 2010.  I am associated with Desjardins Financial Security Independent Network, a major distributor of financial products and services that gives me all the support I need to provide the excellent service my clients have come to expect. 

I am a firm believer in continuous education. I currently hold the Certified Financial Planner (CFP®) designation, Chartered Life Underwriter (CLU®) designation as well as the Certified Health Insurance Specialist (CHS™) designation.

I have also been honoured with the 2015 West Ottawa Board of Trade Young Entrepreneur of the Year & the 2012 & 2013 DFSIN Ottawa Recruit of the year award.

Every day, I work with people and learn about their dreams and the challenges they face. My clients trust me with their wealth and future and in return, I endeavor to remain loyal, dedicated and most of all, their trusted advisor.

Outside of work I value time spent with my wife, family and friends. In the last few years, I’ve been bitten by the travel bug – my ultimate adventure would be to go on a Safari in Africa or to climb Machu Pichu. Until then, I pass my time playing ice-hockey in the winter and Golf in the summer.

I am a Certified Financial Planner® professional in partnership with Desjardins Financial Security Independent Network and Desjardins Financial Security Investments Inc. I provide life insurance products through Desjardins Financial Security Independent Network. I am licensed for Life and Accident & Sickness insurance in the province of Ontario. Mutual funds are distributed through Desjardins Financial Security Investments Inc. I am registered to sell mutual funds in the provinces of Ontario & Quebec.

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Jeffrey Appotive, CFP®, CLU®, ChFC ®

Certified Financial Planner®

6138297874
jeff.appotive@dfsin.ca

Financial services professional with over 46 years of experience delivering quality investment and insurance solutions. My practice focuses on Financial Planning, Investments, and Estate and Business Life Insurance for individuals, families, business owners, and professionals. I offer comprehensive, objective, impartial financial advice to clients who desire a high level of personal service.

Professional Education:
Certified Financial Planner (CFP™)
Chartered Life Underwriter (CLU ®)
Chartered Financial Consultant (ChFC ®)

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Tracy J. Berthelet

Life & Health Insurance Advisor

6138297874
tracy.berthelet@dfsin.ca
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Matthew Stegmann, CFP®

Certified Financial Planner

6138297874
matthew.stegmann@dfsin.ca
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Kat Bond

Administrative Assistant

6138297874
kat.bond@dfsin.ca
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Greg Porteous, PFA CHS

Financial Advisor

6138297874
Greg.Porteous@dfsin.ca
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Justin Beddaoui

Client Relations Manager

6138297874
Justin.Beddaoui@dsfin.ca

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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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For security reasons, please contact us by phone when sharing any personal or confidential information. Emails are not considered a secure means of transmitting information.

® Registered trademark owned by Desjardins Financial Security Life Assurance Company

*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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