Discover your full potential

A comprehensive and tailored plan will bring your goals into focus. You can count on your advisor to help protect the quality of life for you and your loved ones. Our independent advisors are with you at every stage of your life to help you push your limits to achieve your financial goals. When you choose DFSI, you can count on Desjardins’s stability, support from a multi-disciplinary team of financial professionals and their freedom to choose from the best offers available in the market.  

OUR WINNING TEAM

Our independent advisors are in your corner. They know you and what matters the most to you. That's how they are able to craft a comprehensive plan with solutions to meet your overall financial needs that match up with your values and priorities.
 

Meet our advisors

ALL ABOUT FINANCIAL PLANNING

Financial planning is about more than preparing for retirement. It is about working to achieve short and long-term goals and helping protect the most important things in your life. We will work with you to create a plan that includes solid insurance and investment products and is flexible enough to meet your changing needs. Your first step to achieving financial security is by creating a strong financial strategy.
 

Find out more about our services