At Desjardins Wealth Management, we draw on a wide range of expertise and strategies to help you achieve all your financial goals.
Our solutions

Financial plan
Wealth management
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Financial security
Make sure your loved ones are protected in the event you experience a health problem or untimely death
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Secure your retirement dream
Protect your retirement plan with an RRSP strategy
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Lasting legacy
Protect your assets and help them grow
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Estate planning
Calculate the after-tax value of your estate to help you plan what you want to leave behind
Investing
Tax planning and registered plans
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Tax planning
Reduce the tax bill on your investment income
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RESPs and RDSPs
Take advantage of government grants and tax benefits for your children’s savings
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RESPs, TFSAs and IPPs
Find tax-efficient ways to grow your retirement savings
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RRIFs and LIFs
Maximize your investment income for your retirement
More
Choose how you want to get started
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Desjardins caisses
See how a wealth management advisor can help with all the financial aspects of your life. Find a Desjardins caisse
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Desjardins Securities
Turn to our expert advisors for stock market advice and personalized portfolio management.. Learn more about Desjardins Securities
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Desjardins Online Brokerage
Make your own trades using our sophisticated low-cost online trading platform. Learn more about Desjardins Online Brokerage
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Signature Service
Supported by a team of specialists, your wealth management advisor will meet all your distinctive financial needs. Learn more about Desjardins Signature Service
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Desjardins private wealth management
Turn to experienced managers who can take care of everything for you