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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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Leaving the cottage to the kids: a gift that could be costly
A second home is often associated with priceless family memories. What could be more natural than wanting to leave it to the children when you pass away? Be careful, though: some planning is required... especially in the wake of the federal budget tabled in April 2024.
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