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You are here: Home > Personal > Caisse Desjardins du Plateau-Mont-Royal > Online advisor

Online advisor

With our online advisory services by videoconference, you have access to your advisor’s advice and expertise, no matter where you are. You can chat about your finances online through Microsoft Teams, Desjardins's preferred technological tool for remote advisory services.

Meet with your advisor without going to the caisse

  • Get the advice you need.
  • Monitor your file.
  • Maximize your time.

Schedule your videoconference meeting today

  1. Schedule an appointment with your advisor by contacting your caisse at 514-288-5249 or by email.
  2. Your advisor will tell you everything you need to know for your Microsoft Teams meeting on your computer or mobile device.

Important: Your advisor will never ask for your Desjardins Access Card (debit card) number or your personal identification number (PIN).