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Portfolio management services

Substantial assets? Delegate their management to specialists!

Desjardins discretionary portfolio management services allows you to delegate the management of your assets to professionals and to make the most of the expertise of an experienced team.

  • Guidance and support tailored to you and yours, according to your needs and criteria
  • Prudent yet dynamic strategic management, asset distribution based on your investor profile and your priorities
  • Family account

Learn more Private management

The Darwin Discretionary Management Program from Desjardins Securities was designed by our experts to enable you to achieve your financial goals in keeping with your priorities, your financial situation, and your risk tolerance.

Our program gives you access to a selection of top portfolio managers whose services are often retained by institutions and the very wealthy.

Learn more   discretionary management- External link. This link will open in a new window.