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You are here: Home> Personal > Caisse Desjardins du Centre de Portneuf > Online advisor

Online advisor

Meet with one of our advisors without going to the caisse.

Communication methods are constantly evolving. Your caisse keeps abreast of new technology by providing a service that allows you to see and chat with an advisor online, without going to the caisse.

This service, commonly referred to as a Web videoconference, is an additional way to benefit from the advice and expertise of an advisor at your caisse. Whether you are using a computer or smart device, you can chat about your finances online through Skype for Business, Desjardins's preferred technological tool for remote advisory services.

This secure service is ideal for:

  • chatting about the management of your finances
  • ensuring that your file is monitored
  • maximizing your time

If you find this type of meeting interesting, just ask your Desjardins advisor.

They'll be able to tell you if this is doable for your meeting and give you all the information you need to use the Skype for Business webconference solution.

Please note that you will never be asked to provide your Desjardins Access Card number and personal identification number (PIN).