Wealth management

Full-service wealth management

Services marked with asterisk are provided by Desjardins Securities Financial Services Inc., a caisse or an external professional.

Investment management

  • Analyzing your investor profile
  • Analyzing your current portfolio of registered investments (RRSP, RESP, LIRA, etc.) and non-registered investments
  • Developing a custom investment strategy
  • Implementing our recommendations
  • Ensuring regular re-balancing and follow-ups

Retirement solutions

  • Saving scenarios and retirement projections
  • Payout strategies
  • Guidance and support throughout the transition period
  • Setting up your annuities

Taxation

  • Analyzing your current tax situation
  • Helping you make wise investment decisions to minimize taxes
  • Exploring optimization opportunities

Preparation for the transfer of your assets

  • Customized estate planning
  • Taxes owing on death and options for making sure your loved ones have enough money to pay your final tax bill
  • Will and mandate in case of incapacity*
  • Planned giving strategy
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