Who We Serve
Business Owners
Running a business means wearing many hats, from leading your team and nurturing client relationships to ensuring your products or services meet high standards. With so much on your plate, it’s easy for long term financial planning to take a back seat.
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That’s where we come in. At Desjardins Financial Security Independent Network (DFSIN) Investments and Desjardins Financial Security Investments Inc (DFSI), we help you lay a strong financial foundation that supports your business today and protects what matters most like your key employees, leadership team, and your future. From strategies that help retain top talent to safeguards against unforeseen disruptions, we’re here to help you plan proactively.
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And when the time comes to step away from your business, we’ll guide you through a carefully crafted succession and exit plan, designed to make the transition smooth and secure, so you can move confidently into the next chapter.
Retirees
You’ve dedicated years to building your career, and now you’re looking forward to enjoying the rewards. But shifting from a regular paycheck to relying on your accumulated wealth can bring new questions and concerns.
We’re here to help ease that transition. Together, we’ll create a strategy that not only helps you grow your wealth during your working years but also supports a steady, reliable income throughout retirement, so you can enjoy this next chapter with confidence and peace of mind.
Individuals
During your peak earning years, building strong financial habits is key to creating a stable and secure future.
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Whether you’re just beginning to invest, well into your career, or approaching retirement, we’ll help you design a personalized financial plan that supports smart money management and long-term growth, setting you up for continued success at every stage.
Families
As a parent, you’re focused not only on your own goals but also on helping your children build a successful future. With education costs continually rising, starting a savings plan early is essential to giving your child the opportunities they deserve.
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We’re here to guide you through every step, from setting up a Registered Education Savings Plan (RESP) to exploring financial aid and scholarships. Together, we’ll create a customized investment strategy that aligns with your financial goals, risk comfort, and timeline to support your family’s educational dreams.