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Wealth Management

Case studies

Simon Guertin

Simon Guertin

  • 47 years old
  • Director of marketing
  • Partnered, 2 children
  • Annual income: $115,000
  • Assets to invest: $250,000

Very busy schedule

Simon has a demanding job and has a difficult time balancing work and family. He doesn't have the time to follow economic news and manage his investments. He's risk-tolerant and wants high returns. Simon leads a luxurious lifestyle but has debts that keep him from saving as much as he'd like. He's also concerned about his children's financial future.

Thinking about the future

“I met a financial planner1 at my caisse and he helped me figure things out. He helped me prepare my estate inventory, which made it easier make my will.

“He also recommended that I open an education savings account for my children and that I take out term life insurance.

“Then, he put me in touch with a Desjardins Securities investment advisor2 who really understands my needs and goals.

“It's great to do business with experts.”

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  1. Desjardins financial planners act on behalf of Desjardins Financial Services Firm Inc.
  2. Investment advisors are Desjardins Securities employees. Desjardins Securities is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF).