Planning

Working with an advisor - 19514E

Only available as a PDF.

“You get more when you choose Desjardins Financial Security” leaflet

Explains the advantages of savings contracts, like beneficiary designations, exemption from seizure and tax benefits for pension income, available only through life and health insurers.

Only available as a PDF.

Creditor Protection – 06075E

Are your savings protected?

Only available as a PDF.

Overview of your income, expenses and investments - 03103E03

Personal reference document for your Financial planning

Only available as a fillable PDF.

Your Personal Balance Sheet - 03103E01

Personal reference document for your Financial planning

Only available as a fillable PDF.

Personal Inventory of Assets and Important Documents - 05081E02

Only available as a fillable PDF.

Client folder - Desjardins – 02059S

• Folder available to order