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Wealth Management

Case studies

John Blackburn

John Blackburn

  • 59 years old
  • Pharmacist-owner
  • Partnered, 1 grown child, empty-nester
  • Annual income : $165,000
  • Assets to invest: $1,200,000

At a cross roads

John has been having health problems and wants to sell his shares to his partner and retire. This will bring in a large sum and he’ll need investment advice to protect his family. He has a complex portfolio.

First-rate support

“Given my current assets and the amount I expect from the sale, I was referred to Desjardins Private Wealth Management1, where an expert took care of my integrated financial plan that covered every tax consideration.

“My portfolio is in line with a solid, customized investment policy for my tax situation.

“A notary took care of my estate inventory. If something happens to me, my family will be fine.

“I also took out life insurance2 so that, the day after I'm gone, my family will continue receiving the income they are used to.

“I have a whole team in my corner.”

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Products and services recommended on this page

  1. All Desjardins Private Wealth Management trust services are offered by Desjardins Trust financial planning firm.
  2. Life insurance is offered by financial security advisors of Desjardins Financial Security, Financial Security Firm.