Investment Solutions

Our investment tools

We offer a wide range of products:

• Common and preferred shares
• Bonds
• Investment funds, ETFs and index funds
• Options^{Footnote 1}
• Structured notes
• Tax savings and return of capital (ROC) strategies

Our business services

We offer personalized services for business owners and high-net-worth households.

We can work together with your trusted specialists (lawyers, notaries, etc.) or provide referrals thanks to the extensive Desjardins Group network.

Our pricing

A pricing structure that works for you

We use a fee-based pricing structure where fees are calculated based on the number and type of portfolios under management.

Fees are based on a sliding scale and decrease as your assets increase. That’s why it’s to your advantage to group your portfolio with those of your family members.