Our Team

Brandon Durant, CFP®, CLU®, CHS™, TEP

Certified Financial Planner®

Phone: 613-829-7874 Ext.2590

Fax: 613-721-9781

Toll Free: 1-877-829-7874

E-mail: brandon.durant@dfsin.ca

Meet Brandon Durant

As a dedicated Certified Financial Planner (CFP®), Brandon is an architect of financial success. He excels in anticipating and fulfilling each client’s unique needs, and consistently exceeding their expectations. With a passion for crafting personalized financial solutions, Brandon is committed to elevating your financial journey.

Brandon graduated from Algonquin College in Business Administration in 2010 and joined Desjardins Financial Security Independent Network that same year. His association with Desjardins Financial Security Independent Network, a significant distributor of financial products and services, offers the support necessary to deliver the exceptional service his clients expect.

Embracing continuous education, Brandon holds the Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), and Certified Health Insurance Specialist (CHS™) designations. Brandon is licensed for mutual funds in the Provinces of Ontario and Quebec. and is licensed for Life and Health Insurance in the Province of Ontario.

Recognized with the 2015 West Ottawa Board of Trade Young Entrepreneur of the Year and the 2012 & 2013 DFSIN Ottawa Recruit of the Year awards, Brandon's commitment to excellence is evident.

Engaging daily with people and their aspirations, Brandon earns his clients' trust in managing their wealth and future. In return, he pledges loyalty, advice, and unwavering dedication.

Outside of work, Brandon treasures his role as a proud dad to two young boys. He values quality time with his wife, family, and friends. Recently bitten by the travel bug, his ultimate adventure would be an African safari or climbing Machu Picchu. In the meantime, he enjoys playing ice hockey in winter and golf in summer.

Professional education:

Certified Financial Planner (CFP™)
Chartered Life Underwriter (CLU®)
Certified Health Insurance Specialist (CHS™)

Want to make progress? Book your meeting with Brandon today!

Jeffrey Appotive, CFP®, CLU®, ChFC ®

Certified Financial Planner®

Phone: 613-829-7874 Ext.250

E-mail: jeff.appotive@dfsin.ca

Meet Jeffrey Appotive

Jeffrey Appotive is a distinguished financial services professional with an impressive tenure of over 46 years, dedicated to providing top-tier investment and insurance solutions. Specializing in financial planning, investments, and estate and business life insurance, Jeffrey caters to individuals, families, business owners, and professionals seeking comprehensive and unbiased financial guidance.

With a commitment to offering objective and personalized financial advice, Jeffrey's practice centers on delivering a superior level of service, ensuring his clients receive tailored solutions that align with their unique needs.

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

These certifications highlight Jeffrey's commitment to maintaining the highest standards of expertise and professionalism in the financial services arena. His wealth of experience and dedication make him a trusted advisor for those seeking meticulous financial planning and insurance strategies.

Jeffrey is licensed for insurance and mutual funds in the Province of Ontario.

Tracy J. Berthelet

Life & Health Insurance Advisor

Phone: 6138297874

E-mail: tracy.berthelet@dfsin.ca

Matthew Stegmann, CFP®

Certified Financial Planner

Phone: 613-829-7874 Ext.2490

E-mail: matthew.stegmann@dfsin.ca

Meet Matthew Stegmann

Matthew brings over 20 years of experience in the financial services industry, and has successfully navigated various market conditions. As a Certified Financial Planner since 2008, Matthew goes beyond providing investment advice. He strongly advocates for comprehensive financial planning, encompassing insurance, retirement, and estate planning. Matthew has a knack for simplifying complex financial topics into manageable, actionable steps.

Originally from South Africa, He possesses first-hand knowledge of managing money through inflationary and high-interest rate periods, and he's eager to offer practical advice. In today's market, Matthew's expertise in annuities and guaranteed investments is highly sought after. He's here to assist you in securing your financial future through a straightforward and personal approach.

Outside of work, Matthew is a proud dad to two sons, both of whom play hockey professionally abroad. He enjoys swimming and hits the gym regularly to keep fit.

Matthew is licensed for mutual funds in Ontario and Quebec, as well as for Life and Health Insurance in Ontario and Quebec. Additionally, he holds the Certified Financial Planner® designation.

Want to make progress? Book your meeting with Matthew today!

Kat Bond

Administrative Assistant & Investment Coordinator

Phone: 613-829-7874 Ext.2650

Fax: 613-721-9781

E-mail: kat.bond@dfsin.ca

Meet Kat Bond

Kat Bond is a financial industry professional with over six years of expertise dedicated to elevating client success. In her role as an administrative assistant and operations coordinator, she actively contributes to fostering trust and satisfaction among clients and advisors.

Kat's dedication to customer success is apparent in her skillful management of financial transactions, emphasizing precision and attention to detail. Additionally, her role involves providing personalized client support.

Kat offers assistance in various aspects, including booking meetings with Brandon Durant, facilitating non-financial updates to investment accounts, providing tax receipts and statements, and setting up convenient online portals for account access.

Beyond her professional dedication, Kat is a devoted mother to two daughters and actively supports their hobbies, embodying a commitment to excellence both at work and in her personal life.

Zeinab Hussein

Front Desk Receptionist & Insurance Coordinator

Phone: 613-829-7874 Ext.2520

Fax: 613-721-9781

E-mail: Zeinab.hussein@dfsin.ca

Meet Zeinab Hussein

Our dedicated Administrative Assistant specializing in insurance administrative and service support. Zeinab is committed to building trust and delivering exceptional, personalized assistance in all insurance-related matters.

In addition to her administrative role, Zeinab extends a warm welcome as the friendly face at our front desk, ensuring that every client feels valued from the moment they step in or reach out.

Her passion lies in providing top-notch administrative support specifically tailored to the intricacies of insurance services.

Zeinab values her role in protecting what's important to our clients and feels honored to be part of a trusted team in the insurance sector.

Greg Porteous, PFA™, CHS™

Financial Advisor

Phone: 613-829-7874 Ext.2250

E-mail: greg.porteous@dfsin.ca

Meet Greg Porteous

Greg Porteous, a seasoned financial advisor, holds certifications as a Professional Financial Advisor (PFA™) and a Certified Health Insurance Specialist (CHS™). With over 8 years of dedicated experience in the financial and insurance industry, Greg specializes in life, health, and group insurance, along with expertise in investments. Additionally, he serves as a mutual fund representative.

Greg’s expertise lies in tailoring personalized financial solutions. Supported by a proficient team, he skillfully navigates the complexities of financial security, offering meticulous services such as customized budgeting, thorough investment portfolio analysis, comprehensive insurance needs assessments, and strategic retirement and estate planning.

Greg's professional ethos revolves around integrity, availability, expertise, and service. Over the course of his career, Greg has held influential leadership positions, showcasing his unwavering dedication to comprehensive financial security planning. His extensive industry background underscores a wealth of knowledge, establishing him as a trusted advisor in the realm of financial security.

Outside of work, Greg finds joy in spending time with his two young boys and indulging in his love for fishing.

Greg holds licenses for mutual funds and Life and Health Insurance in the Province of Ontario.

Professional education:

Certified Professional Financial Advisor (PFA™)
Certified Health Insurance Specialist (CHS™)

Justin Beddaoui

Life and Health Insurance Advisor

Phone: 613-829-7874 Ext.2640

E-mail: Justin.Beddaoui@dsfin.ca

Meet Justin Beddaoui

Our Insurance Support Specialist dedicated to providing exceptional service support within the insurance domain. Justin's commitment lies in ensuring seamless internal and external assistance for insurance-related matters.

With a focus on delivering impeccable administrative support tailored to the intricacies of insurance services, Justin plays a pivotal role in maintaining operational efficiency.

His dedication to supporting our team internally and catering to our clients' needs externally highlights his passion for delivering excellence in insurance-related administrative functions.

Justin takes great pride in contributing to the seamless operation of our insurance services, ensuring our team and clients receive the support they need.

Justin is licensed for Life and Health insurance in the province of Ontario.

Outside of work, you'll find him cheering for his favorite football teams, recently married, and absolutely loves hanging out with his adorable dog. His varied interests and dedication make him a real asset, whether he's in the office or enjoying his free time.

You are here

Our Team

Brandon Durant, CFP®, CLU®, CHS™, TEP

Certified Financial Planner®

Jeffrey Appotive, CFP®, CLU®, ChFC ®

Certified Financial Planner®

Tracy J. Berthelet

Life & Health Insurance Advisor

Matthew Stegmann, CFP®

Certified Financial Planner

Kat Bond

Administrative Assistant & Investment Coordinator

Zeinab Hussein

Front Desk Receptionist & Insurance Coordinator

Greg Porteous, PFA™, CHS™

Financial Advisor

Justin Beddaoui

Life and Health Insurance Advisor

This is what we do. Get in Touch.

This is what we do.
Get in Touch.