Desjardins Financial Security Independent Network is one of the strongest Canadian groups of representatives in the area of life and health insurance, savings and investments. We are part of the 6th largest financial services organization in Canada with a sales network that includes more than 1,000 representatives; more than 30 financial centres and 200 business offices.
Our Company Story
Durham Office began operations in 2004 and has since flourished and grown into one of the most respected financial services centres in the area.
We specialize in the following areas:
- Estate transfer solutions including by-passing probate, charitable / planned giving, legacy trusts and estate liability planning
- Investments utilizing managed portfolios
- Life, critical illness & long term care insurance
- Succession / exit strategy planning for multi-shareholder and family businesses
- Tax-wise income planning
Our Personalized Services Include
- An unhurried approach to developing long-term relationships
- Unparalleled service through a variety of client events, meetings and social functions throughout the year
- Thorough analysis and understanding of our clients’ concerns, goals and wishes - helping us develop truly customized solutions
- A “12 Month Action Plan” that will guide you through the entire process of growing, protecting and transferring your wealth
If you are seeking a trusted representative whom you can count on to ensure your financial security, the DFSIN Durham Office may well be the best choice.
Durham Office
Durham Office Address
105 Consumers Dr.
Whitby, ON L1N 1C4
Phone: 905-655-2452
Fax: 905-655-2453
Grant entered the financial services industry in 2002 and he is a member of Advocis, the Financial Planners Association of Canada. He specializes in developing tax efficient income and estate transfer strategies for retirees and multi-shareholder / family businesses. He is devoted to serving the community through his involvement with the Oshawa Kinsmen club and donates a considerable amount of time fundraising for The SickKids Foundation, The Durham Community Foundation and in particular, the Donny Miller Scholarship Fund. Grant is working towards his Chartered Life Underwriters (CLU) designation qualifying him as an estate planning specialist. He holds a commercial pilot’s license and enjoys spending time in the outdoors with his family.