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DISCOVER
your full
potential
YOUR GOALS
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.
OUR APPROACH
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.
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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.
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UNIQUE SOLUTIONS
FOR UNIQUE NEEDS
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Family
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Home
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Retirement
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Estate
When you choose Desjardins Financial Security Independent Network, you can count on Desjardins’ stability, support from a multi-disciplinary team of financial professionals and the freedom to choose from the most competitive products available on the market. Independent advisors who operate under our banner will be right there with you at every step of your financial life to help you push the limits of your potential.
