Private Wealth Management

Like your business projects, our services now have no borders!

Whether you’re from here or elsewhere, to assist you with your business projects anywhere in the world, we’ve created Desjardins Transatlantique – Private Wealth Management.

This division is the result of the combined efforts of two of the strongest financial institutions in the world, leaders in wealth management, optimization and transfer, with a common focus on your needs and priorities.

A natural alliance

Common History and Values

Desjardins Private Wealth Management(Owned by Desjardins Group)

Founded by Alphonse Desjardins in 1900 in Quebec City, Desjardins Group is a financial cooperative.

Desjardins Private Wealth Management has a reputation for offering its high net worth clients creative and innovative wealth management solutions.

Banque Transatlantique(Owned by Crédit Mutuel – Alliance Fédérale)

Founded in 1881 by Eugène Pereire in Paris, Banque Transatlantique is a subsidiary of the Crédit Mutuel – Alliance Fédérale.

Specializing in wealth management for more than a century, Banque Transatlantique is known for the rigour and quality of the assistance it offers its clients as well as for its transgenerational and international approach.

Financial Strength

Desjardins Group

Strongest financial institution in North America and fifth strongest in the world*.

Banque Transatlantique

This institution ranks among the safest and strongest banking groups in the world*.

Financial Industry Honours

Desjardins Private Wealth Management

Best Private Wealth Management Company in Canada

(Global Finance & Banking Review, 2016)

Desjardins Group

Ranked 7th in the Best 50 Corporate Citizens in Canada ranking

(Corporate Knights, 2015)

Banque Transatlantique

Best wealth management bank in France (affiliated with a banking network)

(Gold Trophy, Finance Leaders 2016, Wealth Management category)

Crédit Mutuel CIC Group

Ranked first among the most preferred banks in France

(Baromètre Posternak Ifop, March 2016)

In-House Investment Strategy Teams

Desjardins Investment Management Inc.

Specializing in Canadian and U.S. equity management

Transatlantique Gestion

Specializing in European equity management

International Presence and Expertise

Desjardins Private Wealth Management

At your service across North America

Banque Transatlantique

Paris, London, Brussels, Luxembourg, Geneva, Montréal, New York, San Francisco, Boston, Hong Kong, Singapore.

An alliance that offers you many benefits


Management strategies in euros as well as in Canadian and U.S. dollars

Strength and safety

A division established by two of the strongest and safest financial institutions in the world*

International expertise

International wealth management assistance, wherever your business takes you

Direct pricing

A highly competitive pricing policy thanks to an agreement designed to better serve you

* Desjardins Group is the strongest financial institution in North America and the fifth strongest in the world according to Bloomberg, 2015. Banque Transatlantique is a subsidiary of the Group Crédit Mutuel, which ranks among the 50 safest banking groups in the world according to Global Finance, September 2014.

Desjardins Wealth Management Private Wealth Management is a trade name used by Desjardins Investment Management Inc. Desjardins Investment Management Inc. is registered as a portfolio manager and an investment fund manager. 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. Outside Canadian territories where Desjardins Investment Management Inc. is registered, services will be offered via the offices of Banque Transatlantique in the jurisdictions where it is registered.

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