Prepare your questions

  • Often, because of a lack of preparation, we forget to ask important questions. This is why we suggest you make a list of the questions you want to ask your financial advisor.

To help you, we have prepared 2 sets of questions. The first will help you know all about your financial advisor on a professional level. The second specifically deals with your needs.

Questions to ask your financial advisor:

  • Which permits do you hold?
  • How many years have you been practicing this profession?
  • What are your fields of expertise?
  • Do I have to pay for your services?
  • How do you get paid?What services can you offer me?

Questions related to your needs: 

  • Do I need life insurance, health insurance or an investment program?
  • Do I need a complete financial plan?
  • How much life insurance do I need?
  • How much serious illness insurance do I need?
  • Are these products appropriate for my needs?Can these products be modified according to my needs?

Financial terms are often difficult to understand, so don’t be shy about asking questions or requesting clarifications from your financial advisor. Think about taking notes to remember the details of your discussion.

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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