Surround yourself with experts
Desjardins Private Wealth Management brings you a team of seasoned, multidisciplinary experts to help you get every aspect of your financial and personal affairs in order.
Your team of specialists (tax experts, financial planners, investment strategists, notaries, trust managers, etc.) will help you make informed decisions for your current situation and future needs.
The key player on your team, and your main point of contact, is your private wealth manager. With an in-depth understanding of your situation, they coordinate your financial planning and ensure that no important details are overlooked. They're committed to managing your finances so you don’t have to—turnkey service at its best!
Desjardins Private Wealth Management provides integrated services that grow with you as your needs change:
- Tax optimization
- Business transfers
- Intergenerational transfers
- Portfolio management
- Financial services
- Life and property insurance
- Support and premium concierge services
- International services
Peace of mind knowing your financial affairs are well in hand and time to do what you love... Switch to Desjardins Private Wealth Management!