Caisses Desjardins du Québec and Caisses populaires de l'Ontario [Change site]
Personal Home
>
Products and services
>
Savings and investment
>
Investment funds
>
Desjardins Funds
>
Income options: T-Class units and T-series shares
Income options:
T-Class units and T-series shares
Quick facts
- Main feature: exclusively for non-registered portfolios (non-RRSP)
- Returns: See Desjardins Funds returns
- Transaction fees: none (no purchase, redemption or exchange fees)
Who should get these investments?
- Pre-retirees who want to accumulate non-RRSP capital.
- Retirees who want to increase net returns from non-registered investments or get regular income from money received through an inheritance or the sale of a property or a business.
- Annuitants who want to receive additional income that is not fully taxable to avoid having to repay Old Age Security pensions.
Features
- Several funds are available.
- Entitle you to potential member dividends.
Find out more about member dividends - Use these investments to:
- Receive regular monthly income.
- Defer part of your taxes (which increases your net investment amount).
- Take advantage of market fluctuations.
- Simplify your financial planning.
Find out more
- View the different portfolios offered by Desjardins T-Class units1.
- To find out more about Old Age Security pension repayment regulations, see the Service Canada Web site's section about the Old Age Security Pension.
 |
||
 |
||
|
||
|
 Online(Members) |
 |
|
||
|
||
|
 By phone(Members) |
Montreal area: 514-CAISSES (514-224-7737) Elsewhere in Canada and the U.S.: 1-800-CAISSES (1-800-224-7737) |
|
||
|
||
|
 At the caisse
|
|
|
||
1. Desjardins Funds are offered by Desjardins Financial Services Firm Inc., a Desjardins Group company.
Tools
Publications
Suggested links
Video
Responsible investing
Length:
2 min 15 s