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Business owners

To build on existing assets, get the support of Canada’s largest cooperative financial group and its team of seasoned investment professionals.

At the heart of the team is your financial planner¹, who works closely with other experts in the field of securities, financial security and private management.  With your total financial picture in mind, he or she will be able to recommend effective strategies to manage your personal affairs.

Make an appointment with your Desjardins financial planner online or by phone today.

What do you want to do?

I want to get advice on wealth management all the way through to the distribution of my assets to my heirs.	Customized solutions to help you reduce taxes, increase discretionary income2, diversify your portfolio and make the right choices when it comes to asset management, financial security and estate planning. To find out more, see Asset management.
I want to have an easier time managing my business’s finances	AccèsD Affaires is an online financial management tool for businesses and self-employed workers that lets you make a wide range of transactions and that frees you from time and travel constraints. To find out more, see AccèsD Affaires overview.
I want to sell or transfer my business.	Get the most from the sale of your business or prepare financially and personally to transfer it. To find out more, see Sell or transfer your business and Farm transfer and help for new farmers.
I want to buy a business.	Buy or take over a business as easily and successfully as possible. To find out more, see Buy or take over a business.
I want to protect my company.	Be prepared to meet unexpected challenges without jeopardizing the survival of your company and get coverage tailored to your business sector. To find out more, see Property and public liability insurance and Life, health and disability insurance for business people.
I need project financing.	You’d like to buy a second home or car, maximize your investments or pay for your children’s college education? To find out more, see Versatile Line of Credit.
I need financial breathing room to cover current expenses.	A line of credit and credit card are essential to effectively manage your affairs. To find out more, see Line of credit and VISA Desjardins credit cards.

1. Mutual fund representatives and financial planners employed by the caisses are affiliated with Desjardins Financial Services Firm Inc. Desjardins Private Management financial planners act on behalf of Desjardins Trust, a financial planning firm.

2. Portion of personal income available for goods and services that are wanted rather than needed; amount of an individual’s income left after taxes and essential expenses (food, clothing, shelter, medication, etc.).