Get ready to meet a representative

Do you have questions about our insurance or savings products?

Meet with one of our financial security advisors

Our financial security advisors 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 advisor

  • Our advisors are dedicated to providing you with a financial safety net and helping you achieve all your goals, both big and small.
  • All our advisors 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 have an advisor call you back.
  • The advisor 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.

More information

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