Our service offer
Services marked with an asterisk are provided by Desjardins Securities Financial Services Inc., Desjardins Financial Security, an external professional or a caisse.
Planning
- Retirement, Personal goals
- Integrated planning (financial, estate, tax)*
- Legal contracts*
Investment
- Accounts (personal and business)
- Registered accounts (TFSA, RRSP, RRIF, LIRA/LIF, RESP, IPP, group RRSP)*
- Business
- Business transfers*
- Annuities*
- Pension funds*
Investment services
- Investment management
- Discretionary management
Estates*
- Wills
- Mandates
- Trusts
Tax*
- Individual
- Business
Insurance*
- Life
- Disability
- Critical illness
- Property and casualty
Banking solutions*
- Loans
- Bank accounts