TAKE THE STEP UP TO PRIVATE WEALTH MANAGEMENT!

You have accumulated substantial assets. Your financial needs require highly sophisticated solutions. The time has come to take advantage of Desjardins Private Wealth Management services.

financial 
affairs as a whole and those of your family

Our team of specialists oversees your financial affairs as a whole and those of your family. The team is at your disposal at all times and at each stage of your life. We know that you are unique, and so are your needs.

That's why our specialists always aim to innovate by formulating with you an entirely personalized solution. We take the time to fully understand your situation and needs and to discuss your personal and professional goals with you. In doing so, we can propose a comprehensive wealth management strategy designed to meet your specific expectations, enabling you to focus on what matters most.

Entrust us with your wealth management and put all your energy into what you do best.

Go to private management !

OUR APPROACH

A 
proactive circle of trust

A proactive circle of trust

The actions of your support team are guided by our values: personal commitment, integrity, rigour, teamwork, respect, performance and personal development. With today's hectic pace of life, it is important that you be able to count on trustworthy individuals who are available at all times to meet your needs and bring an overall perspective to your situation.

At Desjardins Private Wealth Management, we take the time to get to know you and identify your needs and goals. Our specialists are skilled at determining what matters most to you and helping you make your projects a reality. Applying a coordinated planning approach, we formulate your personalized wealth management strategy with you.

TOGETHER

  • We put together a plan combining the professional, personal and family aspects of your affairs.
  • We take proactive actions based on your aspirations and preferences.
  • We thoroughly review the recommendations you have received from external advisors.

Your Desjardins Private Wealth Management team takes a comprehensive approach to managing your affairs, taking into consideration every aspect of your life. It makes all the difference.

The result: nothing is left to chance. All our actions are aimed at optimizing your assets.

Enjoy all the advantages of coordinated management!
CONTACT US FOR COMPLETE DETAILS OF OUR OFFERING!

Get to know your support team today!

TOLL FREE

MEET YOUR PRIVATE WEALTH MANAGER TODAY!

Your private wealth manager handles all your financial affairs. This dedicated contact person is at the core of your support team.

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