Make the most of tax-saving opportunities
- Optimize returns on your non-registered investments
- Minimize your final tax bill
- Protect your assets and increase the value of your estate
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You’ve invested wisely and will have something to leave behind for your loved ones. But did you know you can increase the value of those assets by including insurance in your strategy?
Thanks to our Lasting Legacy integrated solution, we can help you protect the inheritance you’ll leave behind and increase the value of your estate by choosing a tax-free vehicle to transfer your assets.
See how a wealth management advisor can help with all the financial aspects of your life. Find a Desjardins caisse
Turn to our expert advisors for stock market advice and personalized portfolio management.. Learn more about Desjardins Securities
Make your own trades using our sophisticated low-cost online trading platform. Learn more about Desjardins Online Brokerage
Backed by a team of specialists, a Signature Service account manager can assist you with more complex financial needs. Learn more about Desjardins Signature Service
Turn to experienced managers who can take care of everything for you
The information provided here is for demonstration purposes only, and is not a substitute for professional advice.
Before making investment decisions, you are advised to speak with your caisse advisor or your account manager at a Desjardins Business centre.
The information contained in this section should in no way be considered as advice or a recommendation by Desjardins Securities Inc. or Disnat.