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Chorus II Portfolios

Summary

  • Main feature: Objective is to optimize net after-tax income
  • Minimum deposit: $100,000
  • Redemption terms: Full or partial, at any time
  • Transaction fees: None (purchase, redemption, transfer)

Who should get this investment?

Ideal if you want to maximize the tax efficiency of your assets and enjoy the benefits of a sophisticated investment solution designed to keep in step with you during active life and through retirement.

Features

Eligible for these plans
  • Non-registered plans.
Rebate
Fees decrease as the value of your assets rises: annual rebate reinvested in your account in the form of additional units.
Asset classes
  • Fixed-income securities
  • Equities
  • Specialty funds
Fund managers
Nationally and internationally recognized fund managers.
Other

Find out more

Go to the Chorus II Portfolios site.

How to get this product
At the caisse At the caisse
Make an appointment with a caisse advisor:
At a Desjardins Business Centre At a Desjardins Business Centre
Make an appointment with an account manager at a Desjardins Business Centre.
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