Our Process

To simplify our wealth management process, we have developed a ten-step approach:

To ensure that along with fruit come flowers.

  1. Compile the necessary information
  2. Prioritize your needs
  3. Establish a cycle of meetings based on your priorities
  4. Analze the data
  5. Define the relevant strategy 1:
    • Financial planning
    • Retirement income projection
    • Investment management
    • Estate planning
    • Insurance
    • Taxation
    • Other wealth management services
  6. Present the solution - Meeting
  7. Implement the strategy
  8. Provide guidance and respect deadlines
  9. Adjust, rebalance and continue the strategies implemented
  10. Continue the meeting cycle
  1. With the collaboration of the JFS Group, some services are offered through Desjardins Securities Financial Services, the Desjardins Caisse network or external professionals.Return to footnote 1 referrer
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