Case study: Linda Trépanier

Case study: Linda Trépanier (1 min 16 s)

Added on June 30, 2013

Description

Guided by her financial planner1, 54-year-old Linda Trépanier is a sales representative who plans to save, but isn't very interested in finance.

  1. Desjardins financial planners act on behalf of Desjardins Financial Services Firm Inc.

Video: Case study: Linda Trépanier

Case study: Linda Trépanier (1 min 16 s)

Added on June 30, 2013 | Personal

Building a strong financial future for Linda Trépanier

You're a sales representative for a large company.

And as much as you love your work, you know retirement is about ten years away.

So taking stock of your finances every now and then is a priority for you, even though it isn't your favourite subject.

To help you put things in perspective, you made an appointment with a financial planner at your branch.

He prepared a Financial Plan specially for you… full of precise, concrete recommendations… written in plain English.

For example, your employment revenue isn't guaranteed, so he introduced you to the benefits of disability insurance.

After all, you never know…

He also helped you set up a regular instalment plan to make it easier to contribute to your RRSP.

And since you're concerned about the environment, he recommended a SocieTerra portfolio. It's a socially responsible way to invest that's right in line with your values.

You chose Desjardins because you believe in the power of cooperation, and in a financial institution that's committed to the community, so it all makes perfect sense.

Financial planners act on behalf of Desjardins Financial Services Firm Inc.

Desjardins Funds are offered by Desjardins Financial Services Firm Inc., a mutual fund dealer owned by Desjardins Group.