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It doesn’t matter if your financial life is simple or complicated; you have plans and dreams you want to achieve. A Desjardins Financial Security Independent Network (DFSIN) advisor provides clear and informed advice for your future while looking out for your best interests.
There’s more than just investments and insurance. There are your plans. Your dreams. Your life. We can help you channel every aspect of your financial life into a comprehensive wealth management strategy.
How does your advisor make sure to understand your needs?
The Financial Needs Analysis and the “Know Your Client” process: two essential tools for your advisor.