Diversify your portfolio
If you want to meet your financial goals, it is important that you determine the best strategies to protect your capital and make it grow. Diversifying your portfolio is a great way to achieve this.
Your Financial Planner or Personal Finance Advisor can work with you to analyze your situation and help you choose the best investments for your portfolio.
Before you begin
- Determine your investor profile.
- Compare the various investment categories.
Investment categories
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Guaranteed fixed-rate investments |
Term savings are worry-free, investment vehicles that can help you make your plans a reality. For those seeking higher returns on their savings. To invest or find out more, see the section Guaranteed fixed-rate investments |
Investment funds |
Desjardins Funds, Northwest Funds, Desjardins Financial Security Guaranteed Investment Funds and the Helios Contract can help you diversify your portfolio and benefit from the expertise of seasoned fund managers. To invest or find out more, see the section Investment funds |
Market-linked guaranteed investments |
For investors interested in getting market-linked returns without putting their capital at risk. To invest or find out more, see the section Market-linked guaranteed investments |
Self-directed investments, stocks, fixed-income securities (bonds) and options |
If you want to invest with the advice of experts, Desjardins Securities' full service brokerage service is just for you. If you are an independent investor and up on current trends and financial market conditions, you can place trade orders directly through the Disnat online brokerage service. To invest or find out more, see the section Securities brokerage services |
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