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Wealth Management

Case studies

Benoît Fortier

Benoît Fortier

  • 51 years old
  • Engineer
  • Partnered, 1 child at home
  • Annual income: $145,000
  • Assets to invest: $320,000

An independent leader

Passionate about finance, Benoît is an avid reader of the financial pages. He owns a rental property and is a partner in his engineering firm. His portfolio includes a wide variety of products, most focusing on maximum growth. He is very involved in managing his investments and enjoys following market trends.

Investing and more

“I opened an account with Disnat1, Desjardins's online brokerage service where I enjoy the benefits of their Prestige Service.

“I can make my own transactions and have access to research and analysis tools.

“When it came time to renew my mortgage, I agreed to meet with a financial planner2 at my caisse and was pleasantly surprised by the depth of his knowledge.

“We talked at length about taxation. He suggested good solutions to reduce my tax burden like the Quebec Stock Savings Plan, Capital régional et coopératif Desjardins shares, and Chorus II Corporate Class Portfolios.

“He also recommended that I draw up an inventory of my estate. This exercise made me realize just how important life insurance3 is as it could provide my loved ones with some money while my estate is being settled.”

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Products and services recommended in this page

  1. Desjardins Securities Inc. uses the trade name “Desjardins Online Brokerage” for its discount brokerage activities. Discount brokerage products and services are consolidated under the trademark “Disnat”. Desjardins Securities is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF).
  2. Desjardins financial planners act on behalf of Desjardins Financial Services Firm Inc.
  3. Life insurance is offered by financial security advisors at Desjardins Financial Security, Financial Services Firm.