Our offer

A coordinated and personalized approach based on expertise, quality and service. A simple solution to your sophisticated needs. Take the step up to Desjardins Private Wealth Management.

YOUR FINANCIAL AFFAIRS

Our integrated offer evolves with each stage of your life. At Desjardins Private Wealth Management, you'll receive personalized guidance tailored to your situation while your assets benefit from sound, optimal management.

  • TAX PLANNING

    Get advice from our tax specialists, who will design the best strategy for you.

  • PLANNING FOR BUSINESS OWNERS

    Get recommendations to prepare for the future of your business.

  • TRUST AND SUCCESSION PLANNING

    Prepare the transfer of your assets with the help of our multidisciplinary team.

  • PORTFOLIO MANAGEMENT

    Benefit from market opportunities with our expert portfolio managers.

  • PHILANTHROPY

    Give back, with peace of mind.

  • PRIVATE BANKING SERVICES

    Take care of all your transactional and financing needs at a single location.

  • FINANCIAL PLANNING

    Get a personalized plan that includes strategies tailored to your reality.

  • Estate Protection

    All the insurance coverage you need under one roof.

Discover our personalized services

YOUR BENEFITS

We have all the services you need under one roof. Whatever your needs are, a team of seasoned specialists will oversee your financial affairs-professional, private and family.

Your trustworthy entourage is fully committed to your wealth management and is proactive in carrying out your wishes with an eye on the long term.

You also get:

  • A team of specialists that work closely together to manage your affairs
  • Services tailored to your stage of life so strategies always suit your objectives and situation
  • Seasoned investment strategists and tax specialists who strive to ensure that your returns and tax situation are optimal
  • A second opinion on any outside advice you may have received

Furthermore, you benefit from the credibility of Desjardins Group, the leading cooperative financial group in Canada. Desjardins Group inspires confidence around the world through the commitment of our people, our financial strength and our contribution to sustainable prosperity.

Your Entourage

Our multidisciplinary team of specialists helps our clients create a lasting legacy for future generations. Meet the key players.

Find out more about your entourage

Your Situation

Our integrated approach evolves with each stage of your life. Want to sell your business? Complex family situation? A loved one has passed? Our specialists will guide you to ensure your personal and professional objectives are always met.

  • Incorporation

  • Personal projects

  • Business growth

  • Estate planning

  • Arrival or departure of shareholders

  • Birth of children or grandchildren

  • Incapacity of a loved one or loss of autonomy

  • Sale or business transfer

  • Retirement

Learn more about your entourage

Take the step up to private wealth management today!

Managing your assets requires sophisticated solutions. Our team is here to take care all of your financial affairs.

Contact us now!

Meet your Private Wealth Manager today!

Our Private Wealth Managers are available at any time to meet with you and analyze your situation.

Find a Private Wealth Manager