Our Services

We cover all your wealth management needs.

We cover all your wealth management needs, including:

Our wealth management service offering:

  • retirement planning
  • financial planning
  • estate management1
  • insurance optimization (life, disability, critical care and illness)1
  • tax planning1

 

Our discretionary management service

With our discretionary management service, our experienced portfolio managers take on the full responsibility of managing your wealth. Through informed decisions, they manage your portfolio on a daily basis for your complete peace of mind:

  • using a prudent, transparent management framework established with you, in line with your risk tolerance level
  • giving you easy, direct access to your portfolio manager
  • for competitive and transparent fees.

  1. Services offered through or in collaboration with Desjardins Securities Financial Services, external professionals or the caisse network.Return to footnote 1 referrer
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