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Tax planning

Your financial security is our priority

  • Choose the right tax-advantaged products for your family’s savings or your retirement goals
  • Get access to exclusive tax-advantaged investments
  • Build retirement income strategies
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Get a personalized tax strategy

Your advisor can help you choose the right tax-advantaged products and build a personalized tax strategy. They can even bring in a tax specialist to help with more complex situations.

Your advisor can also offer strategies to minimize the tax you pay on your income—and make your retirement dollars stretch that much further.

Desjardins also has exclusive tax-efficient investment products. Capital régional et coopératif Desjardins (CRCD) shares*, for example, offer a generous tax credit and can make a great addition to your investment strategy.

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*Available only in Quebec.