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Wealth Management

Products and services

Personalized services

Financial Plan by caisse experts

Concrete tool to help you build a solid future.

Full service brokerage – Desjardins Securities

Benefit from our investment advisors' expertise.

Asset protection

Your financial security advisor [ 1 ] can hel you.

Estate planning

Service available at your caisse.

Estate settlement

Service available at your caisse.

Investments

Term S@vings

High interest savings account. Only available on AccèsD Internet and mobile.

Market-linked guaranteed investment (MLGIs)

Take advantage of the stock market with peace of mind.

Zenitude Guaranteed Portfolio

Smart diversification for a comprehensive investment.

Desjardins Funds

A wide range of investment funds. Turnkey or customized solutions.

Chorus II Portfolios

Fiscally advantageous.

Capital régional et coopératif Desjardins

Exclusive share with an attractive tax credit. Available only in Quebec.

Federation capital shares

Contribute to Desjardins's development.

High-end specialized services

Financial and tax planning

In-depth analysis and financial strategy services offered by Desjardins Private Wealth Management.

Discretionary portfolio management

Have your portfolio managed by Desjardins Securities experts (assets of $250,000 or more).

Learn more about discretionary portfolio management for assets of $250,000 or more

Delegate portfolio management to private wealth management experts (assets of $1 million or more).

Learn more about discretionary portfolio management for assets of $1 million or more

Trust services

Settle an estate, manage a trust or get protection in case of incapacity.

Tax plans

Tax-Free Savings Account (TFSA)

Save tax-free to achieve your projects.

Registered Retirement Savings Plan (RRSP)

The definitive retirement planning tool.

Registered Retirement Income Fund (RRIF)

A natural extension of the RRSP.

Registered Education Savings Plan (RESP)

To benefit a child whose future you care about.

Individual Pension Plan (IPP)

For high-income business owners and senior managers.

Life and health insurance

Universal life insurance

Protect + create tax-sheltered wealth.

Critical illness insurance

Don't let illness get in the way of your plans.

Long-term care insurance

Stay in control of decisions affecting you even if you lose your independence.

  1. Financial security advisors are employees of Desjardins Financial Security, a financial services firm. [Back]

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