Manage your assets

When it's time to sell, it's in your best interest to objectively analyze your situation and take every aspect of your personal finances and possibilities offered to you into account.

Desjardins' asset management experts can provide you with all the help you need to do just that, and put you in touch with other specialists if needed.

Our services touch upon every aspect of your finances for a comprehensive overview:

• investments
• retirement
• personal finances
• income tax
• insurance (life, home, auto, etc.)
• succession and related legal questions (mandate in the event of disability, your will, creating testamentary trusts, writing a shareholder's agreement, etc.)

Our experts work with you to meet your needs and objectives in terms of:

• determining the value of your business and investments;
• evaluating your retirement needs;
• managing your financial assets according to your goals;
• protecting and conveying your estate according to your wishes;
• impartially administering your estate in the case of a guardianship or curatorship;

	Online	See Personal asset management.
	At the caisse	Make an appointment with an advisor at a caisse.
	At a Desjardins Business Centre	Make an appointment with an account manager at a Desjardins Business Centre.