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Wealth Management

We're here at every stage of life to help you grow, protect and transfer your personal and business assets with peace of mind.

What do our wealth managers provide?

A relationship built on your needs

We listen to you carefully so we can fully understand your situation and goals. We also help you make informed decisions by pointing you toward solutions that benefit you most.

A personalized financial plan

Whether your needs are big or small, we can help you come up with an adaptable plan that covers all aspects of your financial life: savings, investments, financing, retirement, business transfer, estate planning and more.

Ongoing support for a successful future

Our wealth management experts help you build, grow and preserve your wealth. We support you in achieving the goals that matter to you.

Our advisory services help you get things done

Draw up a financial plan

Together, we'll come up with a financial plan for you or your business, making sure it's flexible enough to evolve with your needs.

Learn more about financial planning.

Achieve your goals

Get advice and tools to follow through with your goals big and small, such as travelling, buying a home or starting a business.

View the Goals and life events section.


Get investment strategies that fit your goals, profile and values.

Learn more about investing.

Plan your retirement

Whether you're just starting your career, close to retirement or somewhere in between, we'll help ensure you can reach your retirement goals.

Learn more about planning for retirement.

Ensure your financial security

Protect your loved ones from the financial consequences of an illness or accident with life and health insurance.

Learn more about financial security.

Plan your estate

Make things easier for your loved ones by preparing your will and protection mandate.

Learn more about estate planning.

Consolidating your assets: A smart strategy

Consolidate your investments with us to simplify your life and make it easier to manage your portfolio. You may even save on fees.

Learn about our wealth management services

Get tailored support from our market experts. With an investment-centred approach, we work with you to make sure your personal, family and business assets are well-managed.

Interested in self-directed investing?

Whatever your level of investment knowledge, our online brokerage platforms offer the tools and support you need to make informed decisions and invest on your own with confidence.

Make an appointment

We'll take the time to get to know you and your plans, evaluate your current financial situation and help you reach your short- and long-term goals.

By phone

Montreal area:
514-224-7737 Phone number for AccèsD customer service for the Montreal area. This link opens your phone app. (514-CAISSES)

We can also call you when it's convenient.

Desjardins ®, Desjardins Wealth Management Securities and related trademarks are trademarks of the Fédération des caisses Desjardins du Québec used under licence.