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Financial Solutions

Services 2018-06-20T21:24:31+00:00

Our Services

As with life being a journey, the financial security planning process is also a journey.  One can say that if you don’t have a destination, then any road will do.  We believe a proper defined goal and destination is imperative in one’s life.  It is the cornerstone of success

We can help provide you with a financial road map to help you attain your goals.  Whether you are approaching retirement or looking to protect your assets. We can offer professional financial advice, products and services to get you there

Our goal is to assist you in making informed decisions about the most important aspects of your life.   We achieve this by first meeting with you to discuss your objectives and identifying needs.  Analyzing and creating a tailored plan based on your goals.  And then monitoring the progress and making changes if necessary, to get you there.

Products and services include:

  • Registered plans such as Registered Retirement Savings Plans, Locked-In Retirement Accounts and Tax-Free Saving Accounts
  • Estate Planning Solutions
  • RESP plans which are eligible for Canada Education Savings Grant
  • Annuities
  • Mutual funds*
  • Guaranteed Investment Certificates
  • Segregated Funds
  • Tax Efficient Investment Structures such as Corporate Class funds
  • Group retirement and savings plans
  • Life insurance
  • Long-term care, disability and critical illness insurance
  • Health Insurance Group health benefits

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Legal Privacy Copyright and Trademark Information

*Mutual funds are distributed through Desjardins Financial Security Investments Inc.

Desjardins Financial Security Investments Inc. (DFS Investments) is a corporate body separate and apart from Desjardins Insurance1.

DFS Investments is a mutual fund dealer registered in every Canadian province and territory and an exempt market dealer registered in Quebec. It is also registered in every Canadian province and territory for the distribution of insurance products. DFS Investments’ advisors may be qualified to provide advice on mutual funds, exempt market products and other investments products, among other things.

In Québec, DFS Investments is also registered as a restricted dealer, a group insurance of persons and a financial planning firm.

Unless otherwise indicated, investments in products distributed by DFS Investments are not insured, in whole or in part, by the Canada Deposit Insurance Corporation or by another public deposit insurance fund, as the case may be, nor are they guaranteed, in whole or in part, by Desjardins Insurance1, and their value is subject to market fluctuations.

Life and health insurance products are provided by Altaf Nathoo and Mohamed Kababji through Legacy Private Wealth and Estate. Life and health insurance products and services are not available through Desjardins Financial Security Investments Inc. (DFS Investments) nor are the insurance plans or services available and/or offered supervised or reviewed by DFS Investments. DFS Investments is the mutual fund dealer through which mutual fund products and services are provided.

This site is not the property of Desjardins Insurance1 and Desjardins Financial Security Investments Inc. (DFS Investments). DFS Investments has control over the content of this site by their review of the information provided in accordance with its policies and procedures. DFS Investments is not responsible for the content in this website that is unrelated to the business of DFS Investments nor is it responsible for the monitoring or supervision of these other business activities.

For security reasons, please contact us by phone when sharing any personal or confidential information. Emails are not considered a secure means of transmitting information.

1 Desjardins Insurance refers to Desjardins Financial Security Life Assurance Company, a provider of life and health insurance and retirement savings products.