Chamber Member Spotlight
Chamber Member Since:
Number of Full-time Employees:
4 and support from 100+
The mission of Desjardins Financial Services Firm is to protect caisse members who obtain investment funds or financial planning services from one of its representatives. It does so by ensuring compliance of standard practices by its group savings representatives and financial planners and by investigating complaints made against them. As a result, when members contact their caisse to obtain mutual fund shares or financial planning services, they are directed to a Desjardins Financial Services Firm mutual fund representative or financial planner.
What will a Financial Advisor with Desjardins Financial Security offer: advising on investments, insurance, retirement and estate planning. They also specialize in advising successful business owners and incorporated professionals with tax efficient succession, retirement, insurance and estate planning strategies.