Investment Advice
With our complete range of investment products and services, we can respond to all your needs. Our wealth managers are there to listen to you, to understand your financial situation, and to recommend solutions that are right for you.
At Desjardins Securities, we do everything in our power to save you time and money.
By opting for an advisory account, you’ll benefit from the recommendations of a highly qualified wealth manager, while being free to make your own investment decisions, so you’ll get the best of both worlds. As soon as your investor profile and your financial objectives have been carefully established, you’ll be able to act with the appropriate degree of caution. In addition, if you have questions or doubts, your wealth manager will help you make the right choices, while guarding you against impulsive, emotional decisions.
Advisory accounts offer another significant benefit: two ways of compensating your wealth manager for the services they provide. It’s up to you to choose the one that suits you best!
Our Fee-Based Advisory Services |
This compensation method, available with the Desjardins Securities Elite Program, is ideal if you want to combine ease of payment with tax benefits. |
Our Commission-Based Advisory Services |
With this perfectly transparent formula, your wealth manager will inform you before each trade of the commission amount, which will vary according to the value and terms of the transaction. This amount will then be clearly indicated on the transaction confirmation that will be sent to you. To learn more about our commission-based advisory services, contact one of our wealth managers. |