Case study: Simon Guertin

Case study: Simon Guertin (1 min 12 s)

Added on June 30, 2013

Description

Simon Guertin, a 47-year-old marketing director is always on the go. His Desjardins Security Advisor1 is always there to help him make the right choices.

  1. Investment advisors are Desjardins Securities employees. Desjardins Securities is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF).

Video: Case study: Simon Guertin

Case study: Simon Guertin (1 min 12 s)

Added on June 30, 2013 | Personal

Building a strong financial future for Simon Guertin

Your career eats up all your time.

You scaled the corporate ladder quickly and landed the director of marketing position you always wanted.

But life moves fast, and now it seems you never have time for anything.

It's a good thing you can count on your Desjardins Securities investment advisor to help you manage your finances.

He's an expert in financial markets and understands your needs. So he's put together an investment strategy that will help you reach your objectives.

With that taken care of, you also went to your branch to talk to a financial planner about your children's future.

Right off the bat, he suggested opening an education savings account. Then, he helped you prepare your estate inventory and recommended term life insurance, a product offered by a financial security advisor.

It's just what you needed. Expert management of your portfolio and solutions to make sure your kids will be a-ok.

And now you have to go. There's plenty to do today.

Desjardins Securities is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF).

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

Investment advisors are Desjardins Securities employees.