Products and services that will grow your wealth

We offer the best advice and services, whatever your needs, at each stage of your life.

Discretionary portfolio management:

  • Minimum of $300,000 investment per family
  • Model portfolios of exchange-traded funds: Conservative, Balanced, Growth, Dynamic Growth

Other products and services:

  • Elite program (fee-based)
  • Regular account and margin account
  • Registered plans (RRSP, LIRA, RRIF, LIF, TFSA, RESP)
  • Individual Pension Plan (IPP)
  • Business account and trust

Retirement planning:

Using financial projections, we assess whether your savings plan will meet your retirement goals.

Our assistance also includes:

Services offered by other Desjardins specialists:

  • Financial, tax, and estate planning
    A useful service starting at mid-career or pre-retirement.
  • Personal insurance (life, disability, and critical illness), annuities
    An analysis of your insurance needs at each stage of your life.
  • Trust services
    When the services of an independent trustee are required to administer property.
  • Estate liquidation
    In cases where complete management, by an independant liquidator, of all aspects of the liquidation of an estate is desired.

Access to our network of external experts to help you in the following areas:

  • International taxation
  • Wills, mandates in case of incapacity, and trusts
  • Incorporation of professionals (setting up an IPP)
  • Business transfers
  • Philanthropy (gift planning)
  • Foundations
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