What is a financial security advisor?

Desjardins financial security advisors¹ are specialists in personal insurance and analyze your company's insurance needs based on your existing coverage and future plans (business start-ups or transfers, buy-sell agreements, retirement, etc.)

Financial security advisors can provide you with insurance solutions² that:

• are tailored to your business needs
• cover both your and your family's personal insurance needs, if you so desire

Financial security advisors are part of the Desjardins Business Centres' team of experts. Working closely with account managers and other caiss experts, they can provide you with a solution tailored to your business needs.

Meeting with a financial advisor

You can meet with a financial security advisor at whatever location works best for you (your place of work, home, Desjardins Business Centre or caisse).

	By e-mail	Write us
	By phone	1-866-838-7661
	At the caisse	Make an appointment with a financial security advisor at a caisse.
	At a Desjardins Business Centre	Make an appointment with a financial security advisor at a Desjardins Business Centre.

1. Life and health insurance agent in Ontario. Financial security advisors are employees of Desjardins Financial Security, Financial Services Firm.

2. Desjardins Financial Security Life Assurance Company insurance coverage distributed by Desjardins Financial Security, Financial Services Firm.