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Desjardins Financial Security
Independent Network and Investments Inc.
2301 Carling Ave.,
Suite 200
Ottawa, ON K2B 7G3

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Claude Bertrand, CFP
Certified Financial Planner

“Your Financial Well-Being is My Priority”

Philosophy/Mission Statement

In my financial planning practice, my principal focus is to ensure my clients are well-equipped to address all of life's potential financial risks.

Experience and Education

I was employed with Canada Mortgage and Housing Corporation for over twenty years in various managerial positions helping Canadians to achieve their homeownership dreams. For the past seven years I have been using some of the skills gained to assist my clients in achieving their financial goals. I have a Master's degree in Social Work and hold the professional designation of Certified Financial Planner from the Financial Planners Standards Council as well as all the required licenses to provide insurance products in Ontario and investment products in Ontario and Quebec. I can provide financial services in both official languages.

Professional Focus

In today's complex economic environment clients require a planner who is proficient in numerous forms of investment vehicles and planning strategies. As an independent planner, I am able to research and access the market place for financial products and strategies that are better suited to my clients' financial interests.

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Claude Bertrand

Claude Bertrand, CFP
Certified Financial Planner

Desjardins
Financial Security
Independent Network and Investments Inc.
2301 Carling Ave.,
Suite 200
Ottawa, ON
K2B 7G3

Please feel free to contact me through one of the following methods:

By phone:
 (613) 829-7874
Ext. 241

Or e-mail us using our quick and easy contact form on the left.

Testimonials

“We have been very satisfied with the prompt, courteous and knowledgeable service Mr. Bertrand is providing. In particular, we appreciate the broad range of investment and planning products he offers through Optifund Investments Inc.” (Brian and Ellen Williams, Almonte, Ontario.)

“The immediate benefit for us from working with Claude was to save 50% of our annual life insurance costs on our rental properties while retaining the same coverage. We regret not having done this sooner. We have great confidence in his guidance and assistance with all aspects of our financial planning.” (Dr. Peter and Terry Martin, Kapuskasing, Ontario.)

“I recently received a severance package from a company I have worked at for about twenty years. Claude handled the full financial planning and investment aspects of my package. I personally feel very confident with my decisions based on ClaudeÕs professional and efficient way of doing business. I would not hesitate to recommend Claude as a professional investment advisor and planner” (James F. Barnes, Toronto, Ontario.)

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