Data sharing between Desjardins Group components

Desjardins Consent

If you give your consent, Desjardins Group components can share with each other information about you that is either provided by you or collected by a component at different times throughout your business relationship with each component. This information sharing will help our employees know you better and provide you with personalized service.

Desjardins components include:

  • Desjardins caisses in Quebec
  • Caisses that are members of the Fédération des caisses populaires de l'Ontario inc.
  • Certain subsidiaries of Desjardins General Insurance Group Inc.,1 including Desjardins General Insurance Inc. and Certas Direct Insurance Company, but only for products offered under the Desjardins brand or products offered to the caisse d'économie.
  • Desjardins Financial Services Firm Inc.
  • Desjardins Venture Capital
  • Desjardins Global Asset Management Inc.
  • Desjardins Investments Inc.
  • Desjardins Financial Security Life Assurance Company 1
  • Fédération des caisses Desjardins du Québec
  • Fédération des caisses populaires de l'Ontario Inc.
  • Desjardins Trust Inc.
  • Desjardins Investment Management Inc.
  • Desjardins Securities Inc. and its Desjardins Online Brokerage division
  1. Caisses and credit unions governed by the Credit Unions and Caisses Populaires Act, 1994, as well as Desjardins Trust Inc., will not communicate any information to these components.

The advantages of Desjardins Consent

Advisors and representatives will be able to:

  • provide you with better service, which could mean:
    • making it faster to open a new account and letting you take better advantage of the time and expertise of Desjardins's advisors and representatives
    • making it easier to identify you when you contact any Desjardins Group component
    • not asking you to repeat information for some transactions
    • providing faster access to your financial details during meetings, provided your information is up-to-date and available from at least one Desjardins Group component
  • verify your eligibility for discounts, promotions and certain products and services
  • prepare and suggest personalized offers, and to avoid offering you a product or service you already have (e.g., credit card, Desjardins Funds.)
  • get a more comprehensive picture of your financial situation so that we can offer you the products and services that best meet your needs
  • offer you new products and services available from one of our components
  • make it easier to manage the products and services you already have and use
  • update information in your client records