Get ready to meet a representative

​Do you have questions about our insurance or savings products? Meet with one of our financial security advisorsrepresentatives.

Our financial security advisorsrepresentatives are committed to:

• Working with you to draw up an action plan
• Explaining all the potential risks involved
• Helping you determine your investor profile
• Following up with you regularly

Why choose a Desjardins advisorrepresentative

• Our advisorsrepresentatives are dedicated to providing you with a financial safety net and helping you achieve all your goals, both big and small.
• All our advisorsrepresentatives are highly trained, hold all the necessary licences and are backed up by Desjardins Group, the country’s leading financial cooperative.

Make an appointment

• Call 1-866-838-7553.
• Fill out our online form Opens in a new window. to havea representativean advisor call you back.
• The representativeadvisor will ask when you’re available to meet and let you know what kinds of documents you should bring to your meeting.

Prepare for your meeting

• Gather all the information on your financial situation such as your assets, savings, debts and insurance policies.
• Decide how much you’re prepared to invest to ensure the financial security of you and your family.