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
Tax planning
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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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
*Available only in Quebec.