La Gestion privée Desjardins
Fiducie Desjardins
Integrated Values Offer Financial Planning Portfolio Management Trust Services Multi-Family Office
LA GESTION PRIVÉE DESJARDINS

 

 

For an Enriched Life – Quite Simply
  
We take the time to gain a firm grasp of your reality in order to serve you better. We remain responsive to your needs and respect your values.
  
Designed to meet your expectations at every stage of your life, the services offered by Desjardins Private Management can be defined as a comprehensive and customized advisory approach. They contribute to

increasing your free time;

ensuring your peace of mind;

preserving family harmony.

 
We take the time to understand your situation in order to serve you better. In a climate of trust and confidentiality, we develop personalized measures with you that are adapted to your life style.
 
Desjardins Private Management offers you access to three financial services and four specialized trust services.
  
Financial Services

discretionary portfolio management;

financial planning;

asset management.

 
Trust Services

testamentary services and mandate in anticipation of incapacity;

liquidation of succession;

trust administration;

management in anticipation of incapacity.

 
 
 
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