Accounts and Products
Groupe Saurel offers a comprehensive range of financial products and services:
Account Types
- Cash accounts, margin or margin-short accounts
- Registered accounts (RRSP, LIRA, RRIF, LIF, RESP, TFSA, IPP, SSP II)
- Managed accounts
Access to All Investment Products
- Money market: savings bonds, treasury bills, term deposits
- Common, preferred, foreign shares traded on North American equity markets
- Fixed income securities: federal, provincial, municipal and corporate bonds and debentures and strip coupons
- Mutual funds, corporate structures, exchange-traded funds and index funds
- New issues, private equities, structured products
Our Services
- Global financial tax planning services
- Estate planning
- Trusts
- Transfer ownership and business succession planning
- Follow-ups with your accountants and tax specialists
- Life insurance and annuities*
* Services provided through Desjardins Securities Financial Services.
Our Business Services
Our extensive experience working with entrepreneurs and business owners means we have the knowledge and skills to help you grow your business and achieve your financial goals.
Our experienced team is backed by a team of specialists in multiple disciplines to help you conduct your professional affairs:
- Lawyers
- Tax specialists and accountants
- Planners
- Notaries
- Merger and acquisition specialists
- Business transfer specialists
A Straightforward and Transparent Fee Structure
We offer fee-based compensation determined by the value of your assets. This straightforward and transparent fee structure offers the following incentives:
- As your capital grows, your rate goes down
- An even better rate on our fees if you combine your assets with those of another family member
- This fee structure provides tax benefits, because fees are tax deductible for non-registered accounts