Our experts

You'll be faced with important decisions throughout the course of your business life.

To help you harmonize the present and future, our account managers will support you in realizing your objectives.

An entire team at your service

You'll find all the answers and sound advice you need in a single location. Your Desjardins account manager is your link to specialists at all our subsidiaries.

Account Managers
As independent experts, our Account Managers can provide you with solid support and informed advice to move your project ahead. Our Desjardins Account Managers are much more than financial package specialists. They are also qualified strategists who can give you the lay of the land, no matter how large and complex your plans may be. They can scrutinize every aspect of your project and propose innovative solutions tailored to your needs and objectives.
Investment Managers at Desjardins Venture Capital
Investment Managers cover various sectors and regions of Quebec and have wide-ranging experience in business management, financing, mergers and acquisitions, expansion and public offerings as well as sales and marketing.
Financial Security Advisors at Desjardins Financial Security1
Financial Security Advisors analyze your personal, family and professional insurance needs with your objectives in mind and recommend flexible solutions that can be adapted to each of your company's life cycles.
Property Insurance Agents at Desjardins General Insurance
DGI agents can recommend appropriate property and liability coverage at the best quality-price ratio.
Financial Planners
These professionals analyze your financial situation, help you determine your objectives and formulate a plan so you can attain them. They can guide you in making choices in the realm of retirement planning, for example, or help you achieve a long-term project. They can also put you in touch with one or another of our specialists, if need be.
Personal Financial Advisors
Always on the cutting edge of financial innovation, our Personal Finance Advisors put their knowledge to work for you. They listen, offer professional and objective advice, and steer you toward the savings and investment products best suited to your situation.
Investment Advisors at Desjardins Securities
Investment Advisors are your guides in the world of financial markets. They work with you to determine a portfolio asset allocation strategy that meets your objectives and offer a complete range of brokerage services to help your assets grow.
Desjardins Private Management Specialists
Desjardins Private Management Specialists support you in attaining your investment objectives with prudent and dynamic asset management.

How to get the services of our specialists
At the caisse At the caisse
(Members and non-members)
Make an appointment with an advisor at a caisse.
At a Desjardins Business Centre At a Desjardins Business Centre
(Members and non-members)
Make an appointment with an account manager at a Desjardins Business Centre.

1. Life and Health Insurance Agents in Ontario.

Money working for people

Les grands prix Québécois de la qualité - Grand Prix 2007