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
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
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
- Personal insurance and financial and estate planning1
- Wealth management for affluent families2
1.Offered through Desjardins Securities Financial
2.Offered through Desjardins Securities Private
3 Offered through the Corporate Finance division.