A BUSINESS TO CALL YOUR OWN
To your clients, you are an indispensable partner in their financial success. For this reason, your clients are immediately vested. This allows you to continue growing your business with the confidence that you are building the financial security of your clients in concert with your own. We will support a growth-by-acquisition strategy by evaluating a book of business ensuring you receive a fair price. Along with in-house financing and a cost-effective repayment plan you can promptly begin profiting from your investment. When the time comes to wind down your practice, we’ll help you evaluate your book.
A COMPLETE FINANCIAL MARKETPLACE
As an independent financial professional, we recognize that the integrity of your offer is unbiased advice supported by a broad product shelf.
For individual life and health insurance, Desjardins Independent Network Insurance Agency, an insurance brokerage, gives you access to the products of most major insurers operating in Canada. Through Desjardins Financial Security Investments Inc., an investment dealer, you have access to mutual funds from more than 80 mutual fund companies.
INFORMATION AND TECHNOLOGY WORKING TOGETHER
Robust client records are at your fingertips with our pre-configured laptop computer offering smooth function, uniform applications, secure data backups and strong cybersecurity. With technical support for the Windows operating system and Apple devices and their suite of productivity applications, you can focus on serving clients, not trouble-shooting technology.
PROFESSIONAL MARKETING SERVICES
Graphic design services are available to personalize and customize your DFSIN sales materials – print & web advertisements, invitations, event posters, informational flyers, and cards for special occasions. For marketing strategy, you may contact a consultant to discuss best practices and further develop ideas and approaches.