Our Wealth Management

We offer a comprehensive range of services:

Services marked with an asterisk are provided by Desjardins Securities Financial Services Inc., Desjardins Financial Security, an external professional or a caisse.

Investment management

  • Overall portfolio assessment
  • Investment statement
  • Discretionary management
  • Short-, medium- and long-term investment strategies

Retirement

  • RRSPs, RRIFs, LIRAs, LIFs
  • Annuities*

Planning

  • Retirement
  • Integrated planning (financial, estate, tax)*

Estates*

  • Trusts
  • Wills
  • Protection mandates

Insurance*

  • Life
  • Disability
  • Health care and critical illness insurance
  • Annuities
  • Insured annuities (back-to-back annuities)

Banking solutions*

  • Financing
  • Credit
  • Loans
  • Mortgages
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