Legal Notices

Discretionary portfolio management offered by Desjardins Wealth Management Private Wealth Management is provided by Desjardins Investment Management Inc., a wholly owned subsidiary of the Fédération des caisses Desjardins du Québec. Desjardins Investment Management Inc. is registered as a portfolio manager and an investment fund manager.

All trust services offered by Desjardins Wealth Management Private Wealth Management are provided by Desjardins Trust Inc., a trust company and financial planning firm.

Regulatory Disclosures

Learn more about the regulatory disclosures (PDF, 154 KB)

Unclaimed property

At Desjardins Investment Management, we make reasonable efforts to locate and notify owners of unclaimed property in our possession, including but not limited to:

  • contacting the owner at his or her last known address;
  • locating the owner using a local telephone directory or the Canada 411 online directory assistance service;
  • using online search tools.

What is unclaimed property?

Due or payable amounts, cash, securities (i.e. stocks, bonds, mutual funds) or other property held in client accounts become unclaimed property in certain circumstances, including:

  • when written communications with clients are returned to Desjardins Investment Management marked "undeliverable";
  • when no claims or transactions have been made nor instructions given in respect of the property for a period of time established by legislation;
  • when certain periods of time established by provincial laws expire.

In these circumstances, and after reasonable efforts have been made to find and notify the owners of this property, it is deemed to be unclaimed.

Questions or comments

Quebec

In Quebec, unclaimed property must be delivered to Revenu Québec, which administers unclaimed property and keeps a public register of this property. For more information, please go to the Revenu Québec website.

Alberta

In Alberta, unclaimed property must be delivered to the Tax and Revenue Administration (TRA), which administers unclaimed property and keeps a public register of this property for the residents of that province. For more information, please go to the TRA website.

Other Canadian provinces

For residents of other Canadian provinces, if you believe that Desjardins Investment Management holds unclaimed property of which you are the owner, or for any question concerning unclaimed property, we invite you to contact us at:



  • Montréal

    2, complexe Desjardins P.O. Box 991, Desjardins Branch,
    East Tower, 22nd Floor
    Montréal, Québec H5B 1C1

  • Québec City

    2828 Laurier Boulevard,
    Suite 900
    Quebec City, Quebec G1V 0B9

  • Ottawa - Gatineau

    1173 Cyrville Rd
    3rd Floor, Suite 001
    Gloucester, Ontario K1J 7S6