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You are here: Home> Personal > Caisse Desjardins du Cœur-de-l'Île > Available services

Available services

Do you have major assets and complex needs? Signature Service offers you a comprehensive and distinctive approach that allows you to effectively manage your assets and wealth.

Main advantages of Signature Service

  • A joint offer from the 10 caisses1 of the East of Montreal region.
  • Highly experienced financial planners
  • A team of experts from all financial sectors at your service
  • Effective management of your assets for your future projects and retirement
  • A rigorous approach and close monitoring

Offer advantages

Allows you to:

  • maximize your investment strategies
  • improve your tax situation
  • enjoy a long, comfortable and peaceful retirement
  • diligently prepare to transfer your assets
  • protect your loved ones
  • contribute to the success of your children

Services offered

  • Financial planning2
  • Investment and financing
  • Tax strategies
  • Financing
  • Brokerage3
  • Estate planning
  • Life4 and property and casualty insurance5
  • Business transfers

Process

  • Careful examination of your situation
  • Preparation of your financial plan and action plan
  • Closely monitored implementation

Signature Service - Ensure a solid financial future for you and your loved ones

Signature Service offices are located in the East of Montreal region.

To learn more, contact:

Stephan Robitaille Stephan Robitaille
Signature Service Manager
514-352-9364, ext. 7324605
1 866-904-9364, ext. 7324605
Contact by email

Signature Service - Est de Montréal team

Karima Azzouni Karima Azzouni
Wealth Management Account Manager
514-352-9364, ext. 7324615
1 866-904-9364, ext. 7324615
Contact by email
Sami Boussarsar Sami Boussarsar
Wealth Management Account Manager
514-352-9364, ext. 7324617
1 866-904-9364, ext. 7324617
Contact by email
Jean-François Desforges Jean-François Desforges
Wealth Management Account Manager
514-352-9364, ext. 7324614
1 866-904-9364, ext. 7324614
Contact by email
Khadija Laarioui Khadija Laarioui
Wealth Management Account Manager
514-352-9364, ext. 7324616
1 866-904-9364, ext. 7324616
Contact by email
Céline Lebeau Céline Lebeau
Wealth Management Account Manager
514-352-9364, ext. 7324612
1 866-904-9364, ext. 7324612
Contact by email
Bernard Morin Bernard Morin
Wealth Management Account Manager
514-352-9364, ext. 7324611
1 866-904-9364, ext. 7324611
Contact by email
Daniel Syvrais Daniel Syvrais
Wealth Management Account Manager
514-352-9364, ext. 7324613
1 866-904-9364, ext. 7324613
Contact by email
Samuel Vallée Samuel Vallée
Specialized Financing Advisor
514-352-9364, est. 7324618
1 866-904-9364, ext. 7324618
Contact by email
Mariama Barry Mariama Barry
Financial Services Agent
514-352-9364, ext. 7324602
1 866-904-9364, ext. 7324602
Contact by email
Valéry Fienena Valéry Fienena
Financial Services Agent
514-352-9364, ext. 7324601
1 866-904-9364, ext. 7324601
Contact by email
Mary Ann Thompson Mary Ann Thompson
Financial Services Agent
514-352-9364, ext. 7324621
1 866-904-9364, ext. 7324621
Contact by email
Charles Lesage Charles Lesage
Advisor - Special financing
514-352-9364, ext. 7324622
1 866-904-9364, ext. 7324622
Contact by email
Sandrine Tremblay Sandrine Tremblay
Administrative Assistant
514-352-9364, ext. 7324604
1 866-904-9364, ext. 7324604
Contact by email
  1. Caisse Desjardins du Cœur-de-l'Île, Caisse Desjardins de Rosemont-La-Petite-Patrie, Caisse Desjardins d'Anjou-Tétreaultville, Caisse Desjardins du Plateau-Mont-Royal, Caisse Desjardins de Pointe-aux-Trembles, Caisse Desjardins de Longue-Pointe, Caisse Desjardins du Centre-est de Montréal, Caisse Desjardins d'Hochelaga-Maisonneuve, Caisse Desjardins de Sault-au-Récollet-Montréal-Nord, Caisse Desjardins de Rivière-des-Prairies.
  2. Financial planning services are provided by Desjardins Financial Services Firm Inc. financial planners.
  3. Brokerage services are provided by Desjardins Securities Inc. investment advisors.
  4. Personal insurance is provided by Desjardins Financial Security, Financial Services Firm Inc. financial security advisors.
  5. Property and casualty insurance is provided by Desjardins General Insurance, Financial Services Firm Inc. P&C insurance agents.

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