Our Signature Service solutions
Discover our turnkey solutions. We'll help you build your wealth and make your dreams a reality.
Financial planning
Your wealth management advisor works with other specialists, such as tax experts, notaries and accountants, to create a customized plan based on your goals.
Your plan can cover tax, insurance, investment, retirement and estate matters. We'll adapt your plan as your needs evolve. The goal is to make sure you have a clear view of the path ahead and to help you make the right decisions to achieve your financial goals.
Investments
We offer a variety of investment products to help you build your wealth and reach your goals. We'll recommend investments suited to your situation, risk tolerance, targets and investment horizon, such as:
- Discretionary management portfolios
- Responsible investment products
- Investment portfolios with investment funds, exchange-traded funds and securities
- Market-linked notes
Financing and transactions
Our specialized financing products and services can help you take advantage of opportunities to optimize your wealth and reach your long-term financial goals
- Buying or refinancing your home
- Construction projects
- Investment loans
- Financing for rental properties or properties
Plus, for your everyday finances, you have access to our premium credit cards and exclusive packages, including Desjardins Bank plans in the US.
Insurance
We work with advisors in financial security and property and casualty insurance to protect you from the unexpected and give you peace of mind.
We have a wide range of coverages for different needs, including life insurance, disability and critical illness insurance, specialized coverage for business owners, home insurance for high-value homes, coverage for luxury and recreational vehicles, watercraft insurance and more.
Business transfer
We understand that transferring your business is an important milestone in a business owner's life. We're by your side to ensure that the transition goes smoothly and that your business continues to prosper into the future.
Your advisor is there to answer any questions you might have and guide you through each step.
Trust and will services
A notary from our team can look over your will and make sure that your legal documents reflect your situation and wishes.
You can also appoint Desjardins Trust Inc. to administer your assets in your protection mandate. In addition, you can entrust us with an estate settlement mandate and get professional support that can save you time and money.
Tax planning
Our team of highly experienced tax experts are available through your advisor to answer any tax questions you might have.
We can also help you establish strategies that reduce your tax burden and maximize your income.
Philanthropy
Do you want to use your wealth to help others and make sure your philanthropic commitments carry on? Desjardins Philanthropic Funds are a flexible and easy way to make donations and increase their impact, while benefiting from tax credits.
Desjardins Business Concierge service
By doing business with us, you get access to exclusive assistance 24/7, every day of the year, free of charge.
- Concierge service
- Health care information assistance
- Autonomy assistance
- Legal assistance
- Home assistance
- Travel assistance
- Estate assistance
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.