Topic: Investment 5 great reasons to choose responsible investment
Benefits of consolidating your investments
Do you have money invested with several financial institutions? Bringing all your assets together in one place has many benefits. It helps you optimize your investments and plan for the future.
Streamlined portfolio management
With all your investments under one roof, your advisor has a clearer vision of your financial situation. They'll be able to create a comprehensive financial plan to help you reach your goals while keeping an eye on your portfolio and reviewing your investment strategy as needed.
Retirement planning made easy
As retirement approaches, it's important to make informed decisions about managing and withdrawing your savings. Consolidating your investments gives your advisor a better idea of your retirement income and helps them draw up a tax-efficient withdrawal strategy for your investments.
Simplified estate planning
Consolidating your assets makes it easier to plan your estate. With everything in the same place, you have an overview of your assets, making it easier for you and your loved ones to manage them. It also makes things simpler for your mandatary in case of incapacity or for your liquidator if you pass away.
Lower fees
Consolidating your investments generally leads to lower investment and management fees on your registered accounts. Paying less in fees means you're maximizing your returns and the growth potential of your investments.
Transferring your investments
With your consent, we'll take care of the whole process of transferring your investments to Desjardins.
Your advisor will contact the other financial institutions directly and let you know once we've received the funds or securities. Then, they'll work with you to find the right investment strategy based on your goals and investor profile.
Good to know
Consolidating your assets doesn't mean investing your money in a single product. It's just about having all your assets in a single place.
With Desjardins, you'll have access to a full suite of diverse investment products, including investment funds, turnkey portfolios, exchange-traded funds (ETFs), responsible investment products, guaranteed investments and more. Our wide range of products can meet the needs of every type of investor.
Why should you let us manage your assets?
What sets us apart is our complete range of services: investments, retirement planning, insurance, financing, estate planning and more.
Our team of experienced advisors always works in your best interest by going above and beyond and anticipating your needs. We draw on our expertise to provide personalized solutions that cover every aspect of wealth management.
There are lots of benefits for you, your loved ones and your business.
- More time and money to enjoy the things that matter most to you
- A clear overview of all your assets, financial targets and life goals
- The peace of mind that comes from getting the right advice
- An estate plan based on a full picture of your assets
Make an appointment
By phone
Montreal area:
514-224-7737 This link opens your phone app (514-CAISSES)
Elsewhere in Canada and the US:
1-800-224-7737 This link opens your phone app (1-800-CAISSES)
Or have us call you when it's convenient.
Tips to optimize your investments
- Topic: Wealth management Where will your income come from when you retire?
