Our Philosophy

Our philosophy is simple – to provide clarity and financial direction to our clients so they can live life on their terms.  We do that by helping our clients:

  • Eliminate and manage financial risks that may prevent this from happening
  • Simplify their financial lives so they can maximize on more exciting opportunities in front of them
  • Spend more time on the things that matter most

We understand that time is a more precious commodity than money these days, but that money is still highly important!  We enrich our clients in both areas - by improving their financial picture through sound advice, we provide them with extra time to pursue their true passions.

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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