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Diapason Retirement Portfolios

Who should get this investment?

Ideal for pre-retirees and retirees who want access to several diversified portfolios. Assets are invested in the way that best matches your investor profile, with regular portfolio rebalancing to keep your investments in line with your profile.

Features

Eligible for these plans	Registered plans: RRSPs, TFSAs, RRIFs, LIRAs and LIFs. Non-registered
Asset categories	Fixed-income securities Stocks Specialized investments
Management styles	Diverse management styles for both stocks and fixed-income securities.
Your advisor's responsibility	To analyze your finances with you and suggest the best portfolio for your needs. To help you select the income option that suits you best. To monitor your investment strategy for you.
Other	Regular automatic rebalancing to keep your investments in line with your investor profile. Entitles you to potential member dividends. Find out more about member dividends.

	Online (Members)	Fill out the form
	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	Make an appointment with a caisse advisor: online by phone