Fee-Based Advisory Services
Specially designed to simplify the relationship you have with your finances and with your investment advisor, the Desjardins Securities Elite Program will enable you to benefit from its many tax advantages and from a flat fee that's easy to manage.
Like most people, you undoubtedly prefer to enjoy life rather than spending hours of your time paying your bills. If this is the case, our Elite Program is an attractive option. You'll no longer have to be concerned about the costs of each transaction, since commissions are replaced by a flat fee based on the value of your assets.
What's more, this already competitive fee comes with a host of privileges:
- As your capital grows, the fee rate will drop.
- By combining your assets with those of your spouse or another family member, you'll pay an even lower fee.
- You won't be charged any plan fees for registered accounts.
- According to your investor profile, you can choose from one of three Elite accounts: Elite Basic, Elite Intermediate, or Elite FLEXible.
To learn more about our fee-based services, contact one of our advisors.