Helping you manage all your financial challenges

Are you a business owner?
Do you and your company have special and often complex investment and financing needs?

With all the energy you devote to your business and the daily choices you must make, do you find that you don’t always have time to plan for the future, be it for financing, retirement, transfer, or succession?

At Desjardins Securities, you have access to:

• Experienced Investment Advisors
• Financial and estate planning services¹
• Wealth management services²
• Finance services³

Our professionals can assist you with both your personal and business investment needs.

We can help you assess your needs and put in place a strategy that will take into account all aspects of your financial well-being and that of your family.  

Desjardins Securities: an integrated brokerage firm serving entrepreneurs

Comprehensive financial strategies for you and your family

Running a business is demanding and often leaves little time to manage your personal finances and those of your loved ones.

At Desjardins Securities, we place at your disposal qualified professionals who will take the time to assess your overall situation and offer you customized solutions.

Your Desjardins Securities Investment Advisor: responding to your needs

The Full Service Brokerage division of Desjardins Securities has more than 300 Investment Advisors who offer you a complete range of securities brokerage products and services.

Desjardins Securities Investment Advisors act independently and select from all the investment products at their disposal those that are most appropriate for you.

You also have access, through your Investment Advisor, to other services, including:

• Personal insurance and financial and estate planning¹
• Wealth management for affluent families²

1.Offered through Desjardins Securities Financial Services.
2.Offered through Desjardins Securities Private Counsel Group.
³ Offered through the Corporate Finance division.