Our Process

Type of Client Meetings

We have 3 types of meetings with our clients:

  • Discovery (or re-discovery) meetings –all about getting to know you, discovering your goals and understanding your values
  • Strategy meetings –all about reviewing possible solutions and deciding on a game plan with our guidance
  • Implementation meetings – all about putting a plan into action and articulating the finer points

To prepare for a visit, please refer to “Your Meeting”  (note: link then to Your Meeting section of website – content provided below).

Our Process

Not all clients are alike.  Similarly, not all advisors are alike.  We have developed a process to help ensure we closely align our services (and appropriate lead advisor) to our clients’ unique needs.  This process allows us to provide a high service standard to all clients, regardless of age, or income or net worth, and ensures expectations understood & met.

Initial Discovery (the Relationship Factor)

  • We use simple, brief questions that initiates a process that defines our relationship
  • We help outlines your priorities- focus on your goals, opportunities & strengths while eliminating risk

Planning Profile

  • Match your personal expectations with our ideal service standard based on your unique needs, and your planning profile. We serve four distinct types of clientele and want to ensure our services are aligned with client expectations.
    1. A la carte Planning – Investments, Insurance & Retirement Planning
    2. Advanced Modular Planning – Farm/Business Succession, Trust & Estate Planning
    3. Full Financial Plan – Comprehensive Written Financial Plan, Cash Flow Planning
    4. Legacy & Transactional – GICs & Fixed Term Investments

Professional Engagement

  • Fully transparent disclosure
  • Documentation of our professional relationship and commitment

Road Map

  • Simple step-by-step game plan to propel you closer to your financial goals

Implement Strategies

  • Quarterback implementation of strategies and deliver on your expectations

Report, Review, Re-Dream

  • Provide ongoing expertise, monitoring and readjustments as required to stay on track and expand your horizons

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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