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Wealth Management

Case studies

Gérard Bastien

Gérard Bastien

  • 61 years old
  • Semi-retired
  • Partnered, 2 children who've moved away
  • Annual income: $45,000
  • Assets to invest: $250,000

A second career

Though he's retired, Gérard is still working as a computer consultant for his ex-boss. He is very comfortable and has no debt. He knows about finance and wants to learn even more. He is cautious though and aims for secure capital above all. Gérard divides his time between the cottage and his home in the city and is comfortable making transactions online.

Reorganizing

“First, I transferred all my accounts to Desjardins, which will make it a lot easier to manage my finances and saves me money.

“Since I need to invest outside of registered plans, I chose fiscally advantageous Chorus II Corporate Class Portfolios.

“I also invested a few of my assets with Disnat Online Brokerage1 and now, I have access to a user-friendly trading platform and a range of analysis and research tools.

“My financial planner2 made me aware of how important it is to take out life insurance3 given the income tax due after I die.

“Now, I can move on to the next step in my life with peace of mind.”

To learn more, see:

Products and services recommended on 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 of Desjardins Financial Security, Financial Security Firm.

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