DFSI | About Us - InvestDfsi
WHO WE ARE
Desjardins Financial Security Investments Inc. (DFSI), along with your representative, are pleased to provide you with a wide range of comprehensive financial products and services. Together we will build a sound and valuable relationship.
We value our clients and continually strive to provide the superior service you depend on and trust. We offer diverse products from a variety of suppliers. From retirement savings plans to high interest accounts, life insurance and employee benefits, we select the most suitable products catered to your unique needs. We understand one size doesn't always fit all. We value versatility - both in the investors we serve and the products we provide. Whatever your unique investment goals, we are here for you in every scenario.
With us, you can also rely on the strength and reliability of Desjardins, the leading co-operative financial group in Canada. Take full advantage of our business benefits and reap the rewards of having us in your investment corner.
WITH YOU AT EVERY STAGE OF YOUR FINANCIAL LIFE
- Preparing for retirement (planning, unforeseen events, new challenges, etc.).
- Managing your personal taxes and estate (heir protection, asset transfers, donations, etc.).
- Protecting your quality of life (changes in your health, unforeseen events, etc.).
- Adjusting to changes in your family situation (births, dependent minors, blended families, marital status, etc.).
- Optimizing personal finances (going back to school, changing careers, moving, etc.).
PROMISE AND VALUES
- Protecting and growing your assets.
- Providing you with a concrete plan for the future that includes support from a multi-disciplinary team.
- Recommending the best strategy for addressing all your needs and concerns.
- Connecting you with a skilled financial advisor who will put your assets to work for your well-being.