What is a financial security advisor?

Desjardins financial security advisors¹ are specialists in personal insurance who work with the caisses and analyze your personal, family or professional insurance needs.

Financial security advisors define your profile using the following information:

• Your short, medium and long-term objectives (family, career, plans).
• Your lifestyle (single, married or attached, with or without children.)
• Your current financial situation.

The analysis will ensure that:

• You have taken the measures needed to maintain your family's standard of living and to protect your estate in the event of death.
• You have sufficient insurance to compensate for a loss of income and to meet any additional expenses relating to a disability, critical illness, accident or a precarious state of health.

Financial security advisors can provide you with insurance solutions² from a broad-ranging selection of insurance products (life, disability, health) that is perfectly tailored to your profile. The solution proposed is flexible and can be adapted to changes in your life.

Financial security advisors are part of the Desjardins Business Centres' team of experts. They work closely with financial advisors and planners to offer you the best advice and service possible. You can meet with a financial security advisor at whatever location works best for you: at your caisse, workplace or home.

	By e-mail	Write us
	By phone	1-866-838-7661
	At the caisse	Make an appointment with a financial security advisor at a caisse.

1. Life and health insurance agent in Ontario. Financial security advisors are employees of Desjardins Financial Security, Financial Services Firm.
2. Desjardins Financial Security Life Assurance Company insurance coverage distributed by Desjardins Financial Security, Financial Services Firm.