This November, we'll be celebrating the 10th anniversary of Financial Literacy Month in Canada. Times are also difficult for many Canadians who are facing financial hardships because of COVID-19.
At Desjardins, financial education and cooperation have been an essential part of our business model and mission for the past 120 years. And in Group Retirement Services, we know that your plan members need to have the right skills and knowledge to manage their money successfully. That's why our communication and education strategies are designed with every plan member in mind—no matter how old they are, how much they know about managing money or how much retirement planning they've done. We believe that plan members are the key to their own financial empowerment.
targeted emails invite your plan members to get closer to financial wellness. They include basic tips, videos and tutorials to help improve their financial literacy.
Through our secure site (www.dfs.ca/groupplanmember), plan members also have access to a wide range of information and retirement planning and education tools, including:
Financial Wellness Centre, their go-to resource for personal finance information
Education Centre, which offers your plan members online learning, tools and support to help them adopt healthy spending and savings habits
- Our smart and user-friendly
On Target Retirement tool to help them set goals and stay on track
Our Customer Contact Centre representatives have also been busy helping your plan members on their journey towards financial empowerment. Here's what two of your plan members had to say:
“ The agent answered all my questions and reassured me that I'm on the right track. Talking to a real person makes such a difference. ”
“ The person I talked to was really friendly and helpful. I don't know the first thing about investments, so it really felt good to speak with someone who knows a lot about investing. ”
September edition of
The Essential, we shared with you how these communications and tools have proven extremely useful to your plan members in recent months. We hope we have contributed to their financial literacy.
For more insight about your plan members
targeted reports and dashboards. They will help you with the day-to-day and long-term management of your plan by providing insight on plan members' needs and behaviours. For more information, you can reach out to your client relationship manager.