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
Lasting legacy
Pass on your savings tax-free
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.
Learn more
- Chorus II Portfolios - A unique investment approach External link. Opens in a new window.
- Life insurance – Minimize the financial repercussions of a your death
- Is it worth your while to put all your investments in one place? Take the test! External link. Opens in a new window.
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