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:
Charles Brophy, CFP, CLU, ChFC
Though he is officially Charles, his clients know him as Charlie. With more than 30 years of experience in financial, retirement and estate planning, Charlie always offers his clients a S.M.A.R.T. approach to their finances.
Charlie stays S.M.A.R.T. by attending industry workshops and seminars. His knowledge of current market trends and conditions, combined with his many years of experience means that Charlie always provides his clients with a balanced perspective.
Charles Brophy is a Certified Financial Planner (CFP), a Chartered Financial Consultant (ChFC) and a Chartered Life Underwriter (CLU). He is legally authorized to offer his professional services and sell mutual funds in Ontario and Quebec.
Clients can count on Charlie to give expert advice with a personal touch. Whether you need help with financial, retirement or estate planning, Charlie will help you achieve your financial goals.
Joyce Owen, B.A. Econ., CFP, CLU, CFDS
Joyce is an accomplished business professional and Certified Financial Planner who has been a dedicated member of the Brophy Financial Planning team for nearly 25 years.
Her expertise includes working with clients who are facing major transitions in their lives—planned events such as marriage, divorce, education, career changes and retirement, and unforeseen events such as critical illness, job loss, and the passing of a loved one. Her calm, grounded demeanour makes her very approachable and she is particularly focused on protecting her clients’ savings and wealth. Whether it’s financial, tax or estate planning, or personalized solutions to respond to unexpected circumstances, Joyce has the experience to prevent or correct costly mistakes.
Above and beyond her role as a Certified Financial Planner, Joyce has developed extensive expertise as a Chartered Financial Divorce Specialist and was, in fact, among the first in Canada to become certified by what is now known as the Academy of Financial Divorce Specialists (2002). She offers her clients a clear and reliable assessment of their current financial position and can help them anticipate the long-term financial outcome of potential settlement proposals. Her training in Collaborative Divorce methods enables her to work effectively with divorcing couples, lawyers and therapists. She guides couples through important financial considerations and helps them understand their options so that they can make realistic and workable decisions about their financial future.
Joyce’s designations include Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) and Chartered Financial Divorce Specialist (CFDS). She is a member of Advocis (The Financial Advisors Association of Canada), the Academy of Financial Divorce Specialists, the Financial Divorce Association (United States), and the International Academy of Collaborative Professionals. She also serves as a board member and treasurer of the Ontario Collaborative Law Federation and is a former treasurer of Collaborative Practice Ottawa.
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.
Before a client meets with Charlie or Joyce, 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.