DESJARDINS FINANCIAL SECURITY
INVESTMENTS INC.
OLDS
OUR COMPANY
Desjardins Financial Security Investments Inc. (DFSI) is part of the Desjardins Group, the leading financial cooperative in Canada, with more than $295.5 billion (as at 2019) in total assets and over 46,000 employees across Canada. Desjardins is recognized for its financial stability with a capitalization ratio rated among the best in the industry. We are pleased to provide you with a wide range of comprehensive financial products and services. Together your representative and you will build a sound and valuable relationship. For more information about DFSI, simply visit the official website. Should you have any questions or need additional information, please do not hesitate to contact our team.
OUR FOCUS IS TO UNDERSTAND YOUR GOALS AND
TO HELP YOU DEVELOP A PLAN TO ACHIEVE THEM.
OUR PHILOSOPHY
Our philosophy is simple: we want to get to know you and help you make the best decisions possible. We achieve this through an initial meeting where we present an analysis and our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will adjust your financial plan. There are many factors that may change in your situation or the environment; it is important for us to be proactive and knowledgeable in the financial industry. We are committed to staying up to date on relevant tax and estate laws to provide you with the best financial advice for your particular situation.
OUR PROCESS
We believe that a strong planning process and method is the best way to create a financially secure plan. Your financial plan should protect your current needs while simultaneously preparing for the future, in a tax efficient manner. We have set up a process which focuses on two key aspects of financial security: asset protection and wealth creation. Your financial plan must ensure financial security throughout your life, for both you and your loved ones. It must provide income replacement and asset protection if the unthinkable occurs: disability, critical illness or death. The plan must also build the maximum it can via a solid, tax efficient wealth portfolio.
OUR APPROACH
With your goals in mind, we will work together to assess your financial planning needs. We will consider important purchases and milestones such as a first home, marriage, children, education and retirement. Your plan will entail regular review of ongoing financial management strategies.
Our approach is designed to help you: Define customized short and long-term goals that ensure you choose only the right financial products and services, identify roadblocks or gaps that might impact your financial planning strategy and continually monitor your plan to ensure it meets your changing needs.
