Our services and range of products

The flexibility to give you what works for you

Elite Program

With the Desjardins Securities Elite Program, you can make investment decisions without having to think about commissions. Commissions are replaced by flat fees based on the value of your assets under management. Our compensation is directly tied to your capital growth. This means that we have every interest in making your money grow.

 

You can take advantage of multiple fee-free trades and gain from tax-deductible fees. This program also allows you to benefit from not having to pay certain management fees.

Commission-based advisory services

Our advisory brokerage services are provided on a commission basis with a per-trade fee. In some cases, account management fees may also apply. We make recommendations, but you are involved in the decision-making process and have the final say on every trade.

Discretionary management

Another smart investment approach is to entrust day-to-day investment decisions to a portfolio manager. Our discretionary management services are a practical and time-efficient way to optimize your portfolio’s potential. If you have more important things to do, you can delegate your portfolio management to an expert.

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A wide range of financial products

The success of your investment strategy depends on the products you choose for your portfolio. Studies show that smart asset allocation is the key to a successful investment strategy.

As full-service investment advisors, we have the knowledge and expertise to make the best choices for your portfolio and optimize its performance given our access to a wide range of financial products.

 

• North American stocks
• Bonds and guaranteed investment certificates (GICs)
• Exchange-traded funds (ETFs)
• Mutual funds
• Life insurance and annuity products^{note de bas de page 1}

IT PAYS TO WORK WITH A WEALTH MANAGER!