Desjardins Private Wealth Management
When you've accumulated a great deal of wealth, you have complex financial needs. We're here to help you manage your assets and reach your goals for the long term.
Our expertise helps build and preserve your wealth.
Overview of our private wealth management services
Our private wealth managers are committed to helping you manage all aspects of your wealth. By working closely with you, they can develop personalized strategies to maximize your wealth and preserve it for future generations—so that you can focus on what matters most.
Do you own a business? We understand that it is a big part of your life. That's why our wealth management strategies will always include your business holdings.
A relationship built on trust
Your private wealth manager will build a relationship with you and your family based on diligence, trust and commitment. They'll be with you every step of the way and have a clear, complete picture of your finances.
A comprehensive strategy that changes over time
Wealth management goes beyond just finances, with a strategy designed to meet your changing needs and tackle all aspects of your personal and business wealth.
A team of specialists at your service
Top-notch specialists, including private bankers, will be working with your private wealth manager to develop solutions tailored to your current and future needs.
Exclusive portfolio management
You'll get world-class portfolio management and access to international and niche markets often reserved for large institutional investors.
Our integrated range of services and solutions
You and your family will benefit from innovative solutions to grow your assets and from comprehensive support covering all aspects of financial management.
Financial planning
Portfolio management
Private banking services
Trust and estate planning
Tax planning
Planning for business owners
Wealth protection
Philanthropy
A rigorous, people-first approach
Our private wealth managers are experts, who are devoted to providing a high quality of service. They'll be there every step of the way to listen, provide guidance and serve your best interests.
Step1. Getting to know you
We'll start by taking the time to get to know you, your family and your business. We'll make sure we understand your needs, your priorities and your concerns.
Step2. Building your personalized plan
We'll work with our extensive network of specialists to carefully assess your situation and develop an integrated, personalized plan that covers all of your family and business assets.
Step3. Supporting you on a daily basis
We'll keep a close eye on your plan and customize it to fit your goals and circumstances. We're always available to serve you.
A team of specialists at your disposal
We put together a team of seasoned financial specialists to help you optimize every aspect of your wealth.
This team will work closely with your private wealth manager to propose innovative strategies that meet the needs of your family and business.
Our main specialists
- Private bankers
- Financial planners
- Trust managers
- Notaries
- Accountants
- Tax specialists
Contact us
By phone
Montreal area:
1-877-286-3180 Phone number of Desjardins Private Wealth Management customer service for the Montreal area. This link opens your phone app.
Quebec City area:
1-800-653-7922 Phone number of Desjardins Private Wealth Management customer service for the Quebec City area. This link opens your phone app.
Gatineau area:
1-866-567-2885 Phone number of Desjardins Private Wealth Management customer service for the Gatineau area. This link opens your phone app.
