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Financial Solutions

 

At Desjardins Financial Security Investments Inc., we're committed to providing you with superior financial solutions at every stage of your life. Whether you're a first-time investor or hold a complex portfolio, our combination of diverse products and exceptional services can help you succeed in reaching those goals. Because we believe dreams can become reality.

The path you take is as unique as you are. It's important to take note of where you are now, decide where you want to be, and choose the route that's right for you. As time passes, your needs and capabilities will change; therefore, we work with you to ensure your financial plans change with them.

  We will help you:  
   
Define your goals and develop a personalized plan to achieve  
   
 
them  
   
Determine your risk tolerance and select a diversified portfolio  
   
 
of investments  
   
Ensure you remain on track with your goals with regular  
   
 
meetings to review and rebalance your plans.  

 

Mutual funds are distributed through Desjardins Financial Security Investments Inc. For insurance products, Desjardins Financial Security Investments Inc. also holds a corporate Life Insurance Licence in all provinces and territories in Canada. However, only limited insurance products, restricted to segregated funds in nominee and intermediary accounts, are offered through DFS Investments. Since May 1, 2017, insurance products are offered through Desjardins Independent Network Insurance Inc., also known under the business names SFL Insurance, Desjardins Independent Network Insurance Agency and, in BC, under the assumed name Desjardins Independent Network Insurance Agency Inc. (hereinafter the "Agency"). The Agency acts as a national life insurance agency and is registered in all Canadian provinces and territories.