Our Products and Services
Known for their professionalism and their dedication, Desjardins Securities wealth managersFootnote 1 use their expertise to serve investors seeking personalized advice. After clearly determining your financial situation and your long-term objectives, our wealth managers will recommend investment products and customized solutions that will fully respond to your wants and needs.
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Investment Advice
Maximize your chances of success with recommendations from our highly qualified wealth managers.
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Wealth Management
By teaming up with us, you’ll have access to the largest network of specialists in all areas of wealth management.
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Business Services
If you are a business owner, we can help you manage all your financial challenges.
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Discretionary Management
Looking for customized investment solutions? Delegate the management of your portfolio to one of our wealth managers or one of our portfolio managers.
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Other Desjardins Services
Whether you want to buy a second home or obtain better coverage for your car, our wealth managers can guide you.
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Accounts and Range of Products
We offer all the tools you need to build your wealth, your future and your retirement strategy.
- When introducing himself to you, your advisor may use the professional title of “wealth manager” or “investment or wealth management advisor”. When doing so, he is then registered with the Canadian Investment Regulatory Organization (CIRO) as a registered representative and is authorized to provide investment recommendations with respect to your “advisory accounts”. A “wealth manager” may also use the title of “portfolio manager” if he is registered in that capacity with CIRO. In this latter case, he is authorized to make investment decisions, on your behalf, with respect to your discretionary management accounts. Not all Desjardins Securities advisors are registered as “portfolio manager”. Only those presenting themselves as portfolio managers are authorized to manage your assets on a discretionary basis.
