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Our experts

Our lives are punctuated by great events such as a first job, a birth, new house, promotion or retirement.

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.

Personal finance advisors	Always on the cutting edge of financial innovation, our personal finance 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
Financial planners1	These professionals examine your financial situation, determine your needs, recommend an action plan and help you implement it. They offer a clear and overall approach to your financial health, at every step of your life. If need be, they will put you in touch with other Desjardins experts, such as an investment advisor, a financial security advisor or a private manager.
Investment advisors2 at Desjardins Securities	Investment advisors closely follow economic and corporate trends, at home and abroad. With the use of advanced tools, they can detect good investment opportunities and help you take advantage of them. They can make investment recommendations that are in line with your investor profile and financial goals.
Private managers3	Their role is to coordinate the various Desjardins Private Management specialists who will be called upon to contribute to your file. They are like orchestra conductors of mutlidisciplinary teams made up of planners, portfolio managers, accountants, legal experts, tax experts and others. A private manager will answer all your questions, monitor results and ensure your satisfaction. You will appreciate the highly personalized service offered.
Financial security advisors at Desjardins Financial Security4	Their goal of these professionals is to ensure that you and your loved ones have the coverage you need. Financial security advisors3 have the expertise required to offer life, health and disability insurance solutions. As your situation evolves, an advisor can propose the necessary changes to ensure that your insurance needs are properly met. An illness or accident should not compromise your efforts or jeopardize your success.
Property insurance agents at Desjardins General Insurance	Whether you need home or automobile insurance, DGI agents can recommend appropriate coverage at the best quality-price ratio.

	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).

1. Desjardins financial planners act on behalf of Desjardins Financial Services Firm Inc.
2. Investment advisors are Desjardins Securities employees. Desjardins Securities is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF).
3. All services are offered by the Desjardins Trust financial planning firm with the exception of discretionary portfolio management, offered by Desjardins Investment Management, a full-service advisory firm.
4. Financial security advisors are employees of Desjardins Financial Security, a financial services firm, or independent representatives or firm that is an SFL partner of Desjardins Financial Security. Ontario Life and Health Insurance Agent.