Tax optimization — Business transfers — Intergenerational transfers — Portfolio management — Charitable giving
Desjardins Wealth ManagementBack to homepage
Get your personal and financial affairs in order with the help of a team of experts
At Desjardins Private Wealth Management, we build you a multidisciplinary team of seasoned professionals to cover every aspect of your financial and personal affairs.
Your team of specialists (tax experts, financial planners, investment strategists, notaries, trust managers, etc.) will guide you toward making informed decisions for your current situation and future needs.
At the heart of your team—and your main point of contact—is your private wealth manager. Using their in-depth knowledge of your situation, your private wealth manager works closely with you to coordinate your financial planning and ensures no detail is overlooked. Your private wealth manager ensures that your finances are managed properly and takes care of everything for you.
Our integrated offer evolves along with you and covers every aspect of your needs
- Tax optimization
- Business transfer
- Intergenerational transfer
- Portfolio management
- Charitable giving
- Financial services
- Life and property insurance
- Exclusive assistance and concierge services
- International services
Enjoy the peace of mind and extra free time that come with knowing your finances are under control and in good hands. Choose Desjardins Private Wealth Management!
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