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Desjardins Private Wealth Management

When you've accumulated a great deal of wealth, you have complex financial needs. We're here to help you manage your assets and reach your goals for the long term.

Our expertise helps build and preserve your wealth.

Log in to your online account

Track the returns of your assets, review your monthly statements and download your tax statements in your private access account. 

Overview of our private wealth management services

Our private wealth managers are committed to helping you manage all aspects of your wealth. By working closely with you, they can develop personalized strategies to maximize your wealth and preserve it for future generations—so that you can focus on what matters most.

Do you own a business? We understand that it is a big part of your life. That's why our wealth management strategies will always include your business holdings.

A relationship built on trust

Your private wealth manager will build a relationship with you and your family based on diligence, trust and commitment. They'll be with you every step of the way and have a clear, complete picture of your finances.

A comprehensive strategy that changes over time

Wealth management goes beyond just finances, with a strategy designed to meet your changing needs and tackle all aspects of your personal and business wealth.

A team of specialists at your service

Top-notch specialists, including private bankers, will be working with your private wealth manager to develop solutions tailored to your current and future needs. 

Exclusive portfolio management

You'll get world-class portfolio management and access to international and niche markets often reserved for large institutional investors.

Our integrated range of services and solutions

You and your family will benefit from innovative solutions to grow your assets and from comprehensive support covering all aspects of financial management.

Financial planning1

Portfolio management

Private banking services2

Trust and estate planning1

Tax planning1

Planning for business owners3

Wealth protection4

Philanthropy5

A rigorous, people-first approach

Our private wealth managers are experts, who are devoted to providing a high quality of service. They'll be there every step of the way to listen, provide guidance and serve your best interests. 

 Step1. Getting to know you

We'll start by taking the time to get to know you, your family and your business. We'll make sure we understand your needs, your priorities and your concerns.

 Step2. Building your personalized plan

We'll work with our extensive network of specialists to carefully assess your situation and develop an integrated, personalized plan that covers all of your family and business assets.

 Step3. Supporting you on a daily basis

We'll keep a close eye on your plan and customize it to fit your goals and circumstances. We're always available to serve you. 

A team of specialists at your disposal

We put together a team of seasoned financial specialists to help you optimize every aspect of your wealth.

This team will work closely with your private wealth manager to propose innovative strategies that meet the needs of your family and business.

Our main specialists

  • Private bankers
  • Financial planners
  • Trust managers
  • Notaries 
  • Accountants
  • Tax specialists

Contact us

By phone

Montreal area:
1-877-286-3180 Phone number of Desjardins Private Wealth Management customer service for the Montreal area. This link opens your phone app.

Quebec City area:
1-800-653-7922 Phone number of Desjardins Private Wealth Management customer service for the Quebec City area. This link opens your phone app.

Gatineau area:
1-866-567-2885 Phone number of Desjardins Private Wealth Management customer service for the Gatineau area. This link opens your phone app.

Desjardins Wealth Management, Desjardins Wealth Management Private Wealth Management and Desjardins Private Wealth Management are trade names used by Desjardins Securities Inc. Desjardins Securities Inc. is a member of the Canadian Investment Regulatory Organization (CIRO) and the Canadian Investor Protection Fund (CIPF). To find out if a person is currently employed by a company regulated by the CIRO, refer to theAdvisor Report External link.. Desjardins®, Desjardins Wealth Management Private Wealth Management, Desjardins Private Wealth Management® and related trademarks are trademarks of the Fédération des caisses Desjardins du Québec and are used under licence. Some services may be provided by Desjardins Trust Inc. Private Banking Services may be offered by the Fédération des caisses Desjardins du Québec (FCDQ), by certain Desjardins caisses in Quebec and by Caisse Desjardins Ontario Credit Union Inc. (DOCU), as applicable. The FCDQ and Desjardins caisses in Quebec are financial services cooperatives governed by the laws of Quebec, where deposits are insured by the Autorité des marchés financiers. Caisse Desjardins Ontario Credit Union Inc. is governed by the laws of the province of Ontario, where deposits are insured by the Financial Services Regulatory Authority of Ontario.Some services are provided by Desjardins Capital Management Inc. and Desjardins Trust Inc. Life and health insurance products are provided by Desjardins Financial Security Life Assurance Company. Damage insurance products are provided by Desjardins General Insurance Inc. Some services may be provided by the Desjardins Foundation and Desjardins Trust Inc. and the Fédération des caisses Desjardins du Québec.