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Wealth Management

Case studies

Linda Trépanier

Linda Trépanier

  • 54 years old
  • Sales representative
  • Partnered, no children
  • Annual income: $65,000
  • Assets to invest: $205,000

An aversion to finances

Linda has climbed the ladder and is a confident, respected professional. However, her enthusiasm wanes when it comes to personal finances. Even if she understands they are crucial, she's not interested in investments. Linda expects that her financial advisor will listen to her and understand her needs.

Money at the service of people

“If I chose Desjardins, it's because I believe in my caisse's social commitment, which resonates with my own values.

“I made an appointment with a financial planner1 who answered all my questions and explained everything simple and clearly.

“He first told me about a Financial Plan, a very structured too that would help me prepare for retirement and make the right decisions.

“After analyzing my situation, he suggested I make regular contributions to an RRSP and invest in a socially-responsible SocieTerra Portfolio.

“And, since my employment income isn't guaranteed, I took out disability insurance as well.”

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  1. Desjardins financial planners act on behalf of Desjardins Financial Services Firm Inc.