Why choose us?
For your plan members
A seamless online savings experience
We help plan members understand their investment options and provide personalized recommendations so they can make choices that align with their goals.
Helpful digital solutions
Plan members have access to intuitive digital tools and educational resources to help them better understand their plan, make informed decisions and take charge of their financial future.
A caring, dedicated team
Our certified advisory team provides personalized support with a human touch. They’re here to help plan members achieve their goals and guide them in their financial decisions, throughout their career and into retirement.
For your business
A dedicated team at your service
We’re with you every step of the way—from program design and implementation to administration and ongoing evolution.
Simple plan administration
Our secure, all-in-one site gives you access to all plan management features and a variety of reports—making your tasks easier and more efficient.
Thoughtful investment solutions
Our investment platform offers carefully selected funds to maximize plan member engagement. Backed by an experienced team, we leverage our expertise to help you achieve the best possible outcomes.
Payout products
Learn more about products that let your employees convert their savings into retirement income.
Investment options
Discover our wide range of solutions and 2 investment approaches: off-the-shelf and do-it-yourself
Online resources to boost engagement
Your employees can access a wide range of online tools on our secure site or in the Desjardins Omni app:
Financial Wellness Centre
Articles, tools and videos about savings, finances and retirement
Online Education Centre
Interactive webinars on a variety of topics such as budgeting, debt and investing
Penny, our virtual guide
Tips and strategies to help plan members achieve their savings goals
On Target Retirement®
An interactive tool to set goals and determine how much to save
Governance of capital accumulation plans
The guidelines established by the Canadian Association of Pension Supervisory Authorities (CAPSA) for capital accumulation plans outline expectations in the following areas:
- Governance and risk management
- Member engagement and education
- Selection and evaluation of service providers
We’re here to help you understand and apply these guidelines based on your specific circumstances.
Call business customer service
Already have a Desjardins group plan for your business? Call us for answers to your questions.
Advice to help your employees achieve financial empowerment
- Topic: Personal finance Turning dreams into reality and sparking an interest in saving May 1, 2026

- Topic: Personal finance 5 ways to reimagine financial education at work October 26, 2023

