Our expertise helps build and preserve your wealth
A personalized approach
We provide strategies that consider both your personal and professional priorities.
A relationship built on trust
We're here to guide you and help you make your dreams a reality, at every stage of life. We listen to what you need and form a long-lasting relationship that puts you first.
A multidisciplinary team
You'll have access to a wide range of specialists free of charge through your advisor, including tax experts, notaries and accountants. That means more time and money to enjoy the things that matter most to you.
Discover our turnkey solutions
Beyond investing, we offer a full range of wealth management products and services. Our comprehensive and adaptable solutions include financing, insurance, tax planning and business transfer plans.
Using an overall picture of your wealth, we can provide advice to you and your family in all aspects of your financial life.
We understand the needs of business owners
Many of our clients own their own business. Whether you operate in retail, agriculture, manufacturing or real estate, we understand the complexities of being an entrepreneur. By anticipating your needs and bringing in the right specialists at the right time (including account managers at Desjardins Business centres), we help you manage your business's assets and plan for its long-term success.
- Support and guidance throughout your business journey
- Help with selling or transferring your business
- Advice on reducing your tax bill
- Tools and resources to grow your business
Contact us
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)
We can also call you when it's convenient.