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You prefer, and understandably so, to give the priority to your family, your leisure activities or even your business. You can count on us to help you to succeed in taking full advantage of a precious and limited resource: time.
Our asset administration services free you from:
 | the production of income tax reports and payment of tax instalments;
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| the administrative follow-up of your investments based on your instructions and in compliance with the planned asset distribution;
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| the immediate reinvestment of liquid assets so that no non-productive sums remain in your account. |
Take a break. We will do all that for you!
Your appointed Desjardins Private Manager will also take charge of the daily administration of your personal affairs by:
| preparing the initial budget planning (receipts and payments);
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| depositing your income;
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| paying your invoices always on time;
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| paying your taxes;
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| renewing your insurance policies, etc. |
We know the procedure.
Ease your burden.
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