Comptes et gammes de produits

In our view, working with you means building a solid partnership. We therefore advocate:

  • A disciplined approach: To generate income that will enable you to benefit now from the yield on your portfolio and to have part of it available to meet your cash or reinvestment needs (to avoid decapitalization of your portfolio due to disbursement). 
  • An optimal tax situation: To ensure close collaboration with the other specialists you are dealing with (tax specialists, accountants, lawyers, Caisse account managers or financial planners), we aim to provide added value in instituting a coordinated strategy. For example: an Individual Pension Plan (IPP), a disbursement strategy based on the guaranteed income supplement, cash withdrawal on margin, payment of capital income, corporate class funds, etc.
  • Wealth management to fit your needs: Our priority is to have a clear understanding your overall financial position and requirements, including, for example, children’s studies, estate planningFootnote 2, life insuranceFootnote 2, creditFootnote 2, banking servicesFootnote 2, retirement savings, etc.

  1. As of December 31, 2013.Return to footnote 1 referrer
  2. Through Desjardins Securities Financial Services or the Caisse network.Return to footnote 3 referrer
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