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 a new 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, in a secure environment.
This secure service is ideal for:
Please note that you will never be asked to provide your Desjardins Access Card number and personal identification number (PIN).
At the caisse
Make an appointment with an online advisor at the
Caisse Desjardins du Plateau-Mont-Royal:
The information provided here is for demonstration purposes only, and is not a substitute for a professional advice.
Before making investment decisions, you are advice to speak with your caisse advisor ou your account manager at a Desjardins Business centre.
The information contained in this section should in no way be considered an advice or a recommendation by Desjardins Securities Inc.or Disnat.