Brophy Financial Planning and Desjardins Financial Security Investments Inc. offer expertise, experience and results. Our team is dedicated to ensuring our clients have access to “S.M.A.R.T.” financial planning: Secure. Measurable. Achievable. Responsible. Trustworthy.
Plan Today, Relax Tomorrow
Protect your finances, investments, savings and quality of life. Our team of financial planning experts is here to guide you at every step of the way—so you can retire in comfort and feel secure about your financial future.
Graeme D. Baird, CFP
Following graduation from the University of Ottawa, Graeme got his start in the financial advisory world in 1992, working as a sales representative for Standard Life Assurance Company. After 7 successful years and managing to attain the highest level of quality sales and service, Graeme decided to embark on his own venture. The G.R. Baird Financial Group was incorporated in 1999 and Graeme never looked back. He achieved his Certified Financial Planner (CFP) in 2004 and remains a CFP in good standing.
Meticulous with details, Graeme takes a holistic approach to identifying clients’ needs. He takes the time necessary to provide sound advice that will best serve the unique interests of each individual or business.
A proud father and husband, Graeme enjoys spending as much time as possible with his family, as well as playing hockey and golf with friends.
Roxanna L. Grecco
Some jobs are tailor-made for people, and this is the case with Roxanna Grecco. One of the few women working in an industry populated with seasoned advisors, Roxanna’s knowledge and expertise have not only made her stand out from the crowd – they’ve created a reputation that has CEOs and presidents regularly turning to her for advice.
Roxanna is a fully-licensed financial advisor. Since becoming President of Baird Benefits Plus in 2011, she has taken the company to impressive new levels of customer service and satisfaction. Her work ethic and interpersonal skills have played a key role in bringing G.R. Baird Financial to industry-leading status.
Roxanna was featured in the 2018 Distinctive Women’s Magazine and is an active volunteer in her community, including her work with TEDxKanata where she held the positions of Curator, Director of Partnership and Event Day Lead.
When she’s not hard at work, you will find her spending quality time with her husband and two children. She also loves to golf and belongs to the Women’s Golf Society at the Marshes Golf Course.
Laurie joined the Brophy financial team in 2003. Her commitment to preparation and efficiency has earned her the trust of both coworkers and clients. Laurie is responsible for making sure that every element of a transaction complies with the most up-to-date regulations and rules.
Laurie prepares files and keeps the paperwork in order so that clients can focus on financial results. After a meeting, Laurie updates client accounts and processes business transactions.
Jessica has been as an Administrative Assistant at Brophy Financial since May 2011. Her hands-on experience and excellent organizational skills ensure that clients receive top-quality support.
Jessica answers client questions; schedules and updates appointment times; greets clients in the office; and follows up with clients after a meeting. Jessica also prepares files for meetings, keeps client information up to date and makes sure the entire office runs smoothly.