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Wealth Management

By wisely managing your wealth, you'll be able to better plan all your life projects and offer your family peace of mind. Two ideals that our investment advisors will help you achieve.

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As soon as you entrust the management of your wealth to one of our investment advisors, you'll benefit from portfolio management, financial planning, estate planning and insurance services offered through Desjardins Securities Financial Services, Desjardins Financial Security, Desjardins Caisse network, or external professionals.

An excellent starting point, since you'll then be able to enjoy with confidence the added value of Desjardins Securities: access to the largest network of recognized wealth management experts.

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