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Desjardins Vision-Retirement

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).

How to get this service
At the caisse At the caisse
Make an appointment with a caisse advisor:

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).

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