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Wealth Management

Your team of experts

Overview

Financial planners

Financial planners1 play a pivotal role at Desjardins Wealth Management.

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Investment advisors

Investment advisors2 recommend a portfolio tailored to your profile and goals.

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Financial security advisors

Financial security advisors3 ensure that you and your family benefit from the best life, health and disability insurance coverage to be able to deal with unforeseen events that can threaten your financial situation.

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Private wealth managers

Private wealth managers4 oversee your financial needs with the help of a comprehensive, integrated offer from Desjardins Private Wealth Management (reserved to major asset holders).

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  1. Desjardins financial planners act on behalf of Desjardins Financial Services Firm Inc.
  2. Investment advisors are employees of Desjardins Securities. Desjardins Securities is a member of the Investment Industry Regulatory Organization (IIROC) and the Canadian Investor Protection Fund (CIPF).
  3. Financial security advisors are employees of Desjardins Financial Security, a financial services firm.
  4. Private wealth managers are advising representatives or assistant advising representatives for Desjardins Investment Management Inc. services, registered as a portfolio manager with Autorité des marchés financiers.

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