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Wealth Management

Do business with us

Signature Service

Built to meet the most exacting standards in guidance, expertise and financial products, Signature Service helps you achieve your financial goals and lifetime plan.

SIGNATURE SERVICE IS FOR YOU IF:

  • You have $250,000 or more in assets to invest
  • You’re looking for a team of experts that takes a comprehensive view of your wealth management needs

MEETING YOUR EXPECTATIONS

A team of experts and made-to-measure guidance

At Signature Service, your Account Manager is supported by a team of financial specialists:

  • Financial planner and mutual funds representative1
  • Investment advisor2
  • Financial security advisor3
  • Property and casualty insurance agent4
  • Financing advisor

Text transcript (PDF, 109 kb)

Sterling service

  • A personalized lifetime financial plan
  • Regular contact: Specific advice, market opportunities, etc.
  • Total availability: Meetings at our offices, yours, home or caisse at your convenience
  • Special invitations: Conferences, private events and seminars on retirement and the real estate market

Services attuned to your needs

  • Discretionary portfolio management5
  • Full-service brokerage services6
  • Tax advice for setting up trusts, corporations or holding companies7
  • Estate settlement services related to estate liquidation7
  • Conciergerie and full range of assistance service

A full range of products

One-stop priority access to an offering that has all your wealth management needs covered:

  • Savings and investment
  • Life and health insurance
  • Property and casualty insurance
  • Financing and credit
  • Attractive banking plan

INTERESTED IN SIGNATURE SERVICE?

Call your Account Manager today to book an appointment!

Centre-du-Québec:

1 855 758-2221

Eastern Townships:

1 855 821-9231

Kamouraska Chaudière-Appalaches:

1 844 666-0094

Mauricie:

1 844 772-5939

Vallée du Richelieu-Yamaska:

1 844 778-0080

West of Montreal:

1 844 711-5248

WHY CHOOSE DESJARDINS?

You know Desjardins is Canada’s largest cooperative financial group. But did you know that Desjardins has the strength to drive your financial success?

  • Ranked North America’s Strongest Bank by Bloomberg in its 2015 World’s Strongest Banks
  • Excellent credit ratings: AA (DBRS), A+ (Standard and Poor’s), Aa2 (Moody’s), AA- (Fitch)
  • Tier 1a capital ratio of 15.7%, among the best in the banking industry

1. Financial Planner and Mutual Funds Representative for Desjardins Financial Services Firm Inc.

2. Investment Advisor for Desjardins Securities Inc. Desjardins Securities is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and a member of the Canadian Investor Protection Fund (CIPF).

3. Employee of Desjardins Financial Security, Financial Services Firm.

4. Personal-Lines Damage Insurance Agent, Desjardins General Insurance Inc., Financial Services Firm.

5. Services provided by Desjardins Investment Management Inc., a registered mutual fund manager and portfolio manager.

6. Services provided by Investment Advisors for Desjardins Securities Inc. Desjardins Securities is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and a member of the Canadian Investor Protection Fund (CIPF).

7. Services provided by Desjardins Trust Inc., federal trust and financial planning firm.

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