Our team

Caisse directors are members who choose to devote some of their time to the administration and management of their cooperative. Find out more about elected directors and intern directors.

Board of Directors

Managers ensure the caisse is in good financial standing, protecting the interests of our members and offering sound and profitable financial services.

• Managers
• General Management

Managers

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General Management

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• Young Members Market
• Active Members Market
• Pre-Retirement Members Market
• Retired Members Market
• Entrepreneurs and Business Professionals
• Contributors to expert teams
• Desjardins Partners

Young Members Market

We're a dynamic team that serves students and young workers. Our focus is guiding you in carrying out projects while helping you understand the financial world. Whether for advice on your first budget or credit file, financing your first car or financing your studies, our team is there to provide you with smart strategies to help you achieve your dreams.

Our offer:

• A professional, dynamic and specialized team
• Guidance on the basic principles of sound financial management
• A budget planning and financial plan service
• A wide array of youth products tailored to your reality

See the pamphlet: Des experts complices de tous vos projets – Démarrage (in French only, PDF, 657 KB) - This link will open in a new window..

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Active Members Market

We're a professional team that serves active members whose primary concerns are family and career. Our team will guide you in your projects to help you seize the moment while planning for the future. Whether for first-time home buying, building a contingency fund, credit management or financing your children's studies, we're there to help make your projects a reality.

Our offer:

• A proactive and accessible team
• Creating a financial plan to prepare for and carry out major life events (having children, buying a home, retirement, etc.)
• Guidance in financial wealth management and protection
• Access to lectures created just for you (home buying, RESPs, etc.)

See the pamphlet: Des experts complices de tous vos projets – Vie active (in French only, PDF, 642 KB) - This link will open in a new window..

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Pre-Retirement Members Market

We're a skilled team that serves pre-retirement members. Still professionally active, you'd like to achieve your goals and dreams while building solid financial wealth in order to maintain your lifestyle once you retire. Whether for coming up with tax savings strategies, ensuring portfolio management or financing a cottage purchase, our team is qualified to advise you and guide you in carrying out your projects.

Our offer:

• Expertise that ensures you a financial plan tailored to your needs
• Guidance in establishing a wealth creating strategy
• Made-to-measure products for purchasing a second property or renovating
• Access to all our Desjardins and external partners under the same roof

See the pamphlet: Des experts complices de tous vos projets – Préparation à la retraite (in French only, PDF, 654 KB) - This link will open in a new window..

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Retired Members Market

We're an experienced and attentive team that serves retired members who have accumulated assets throughout their life and now want to enjoy the fruits of their labour. We'll be able to advise you and identify the best strategies for meeting your needs in terms of portfolio diversification, disbursement of your investments, estate planning or any other financial concerns. Our goal is to help you enjoy your retirement in peace.

Our offer:

• Expertise, support, listening and continuous guidance from our team
• Creating a financial plan for your current projects and optimizing your financial strategies
• Estate planning guidance
• Access to all our Desjardins and external partners under the same roof

See the pamphlet: Des experts complices de tous vos projets – Retraite (in French only, PDF, 661 KB) - This link will open in a new window..

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Entrepreneurs and Business Professionals

We're a team of experts dedicated to entrepreneurs and business professionals. We're there to guide you in achieving your ambitions. Combining our expertise with that of the account managers at Desjardins Business - Québec-Portneuf, we can guarantee you made-to-measure and priority service. Whether for personal or corporate planning, buying, selling or transferring your business, assessing your coverage^[3] or evening planning your retirement, we'll be able to propose smart strategies tailored to your reality and be at your side as you meet your financial goals.

Our offer:

• A comprehensive vision of both your personal and corporate financial situation
• Personalized guidance in your financial decisions
• An accessible and flexible team to serve you with ease and efficiency
• Access to all our Desjardins and external partners under the same roof
• A mobile service and accessibility at all times—name the time and place and we'll be there

See the pamphlet: Des experts complices de tous vos projets – Entreprises (in French only, PDF, 659 KB) - This link will open in a new window..

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Contributors to expert teams

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Desjardins Partners

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