Have your financial information on hand

  • To help your financial advisor determine the very best solutions for you, make sure to bring the following information or documents to your meeting:
    • How much personal and group insurance you have;
    • Your income tax return;
    • Your personal balance sheet;
    • Your budget..

By arriving well prepared at your meeting with a financial advisor, you will save time and be assured to get advice that is adapted to your personal situation.

For your convenience, you may wish to use our Personal Inventory to collect this information. It can be a valuable tool for a number of people in your life:

  • You - for future reference and to keep a handle on your affairs
  • Us – to allow us to better understand and therefore better diagnose your situation & advisable solutions
  • Your heirs & family – to give them an easy reference of your affairs should they need to step on your behalf (e.g. as power of attorney or executor)

PERSONAL INVENTORY

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.

Mutual Funds are provided through Desjardins Financial Security Investments Inc. Except for segregated funds in self-directed accounts which are offered through DFS Investments.  Life and Health Insurance products are provided through Desjardins Independent Network Insurance Agency.   Desjardins Independent Network Insurance Agency is a business name of Desjardins Independent Network Insurance Inc. which also operates in BC under the assumed name Desjardins Independent Network Insurance Agency Inc. 

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

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