Do you have questions about our insurance or savings products?
Meet with one of our financial security advisors
Our financial security advisors are committed to:
- Working with you to draw up an action plan
- Explaining all the potential risks involved
- Helping you determine your investor profile
- Following up with you regularly
Why choose a Desjardins advisor
- Our advisors are dedicated to providing you with a financial safety net and helping you achieve all your goals, both big and small.
- All our advisors are highly trained, hold all the necessary licences and are backed up by Desjardins Group, the country’s leading financial cooperative.
Make an appointment
- Call 1-866-838-7553.
- Fill out our online form Opens in a new window. to have an advisor call you back.
- The advisor will ask when you’re available to meet and let you know what kinds of documents you should bring to your meeting.
Prepare for your meeting
- Gather all the information on your financial situation such as your assets, savings, debts and insurance policies.
- Decide how much you’re prepared to invest to ensure the financial security of you and your family.
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