Desjardins Vision-Retirement

Simple, integrated turn-key service offering a customized financial plan to help you reach your retirement objectives.

Are you prepared for retirement?

Features

• Complete evaluation of your financial needs.
• Portfolio tax optimization strategies.
• Investment solutions aimed at capital preservation.
• Insurance coverage to protect your current lifestyle.

Advantages

• Innovative approach, unique to Desjardins.
• Comprehensive view of your financial assets.
• All your experts under the same roof.
• Flexible income options, adapted to your circumstances.
• Tax savings.
• Simplified transfer of assets to your heirs.

To find out more about the Desjardins Vision-Retirement service, see the Vision-Retirement Program Guide (PDF, 549 KB).

	At the caisse	Make an appointment with a caisse advisor: online by phone
		Documents to bring to your meeting: your most recent statement of participation in a retirement plan (if applicable); your Quebec Pension Plan Statement of Participation; statements of your investments in other financial institutions (if applicable).