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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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.
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
*Available only in Quebec.
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.