See a specialist
Our lives are punctuated by great events such as a first job, a birth, new house or promotion.
To help you harmonize the present and future, our Desjardins specialists will support you in realizing your objectives.
Using your investor profile, they will:
- help you analyze your file and recommend products that suit your aspirations;
- propose a diversified portfolio in keeping with your personal parameters.
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Personal Financial Advisors |
Always on the cutting edge of financial innovation, our Personal Financial Advisors put their knowledge to work for you. They listen, offer professional and objective advice, and steer you toward the savings and investment
products best suited to your situation. |
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Financial Planners |
These professionals analyze your financial situation, help you determine your objectives and formulate a plan so you can attain them. They can guide you in making choices in the realm of retirement planning, for example, or
help you achieve a long-term project. They can also put you in touch with one or another of our specialists, if need be. |
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Investment Advisors at Desjardins Securities |
Investment Advisors are your guides in the world of financial markets. They work with you to determine a portfolio asset allocation strategy that meets your objectives and offer a complete range of brokerage services to
help your assets grow. |
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Desjardins Private Management Specialists |
If you have significant capital and would like to entrust the management of your estate to a recognized professional, the Private Management Specialists at Desjardins Trust can ensure your financial strategy is kept in
line. They offer support in all aspects of management, from planning to the transfer of your assets. |
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Financial Security Advisors at Desjardins Financial Security1 |
Financial Security Advisors analyze your family, personal and professional insurance needs with your profile and objectives in mind. They can recommend flexible solutions that can be adapted to the many changes that can
occur in your lifetime, such as the birth of a child and the purchase of a home. |
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Property Insurance Agents at Desjardins General Insurance |
Whether you need home or automobile insurance, DGI Agents recommend appropriate coverage at the best quality-price ratio. |
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 At the caisse
(Members and non-members) |
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Documents to bring to your meeting:
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1. Ontario Life and Health Insurance Agent.
