Client folder - Desjardins - 19211E
It pays to work with an investment advisor! – 19146E
“You get more when you choose Desjardins Financial Security” leaflet
Explains the advantages of savings contracts, like beneficiary designations, exemption from seizure and tax benefits for pension income, available only through life and health insurers.
Define your priorities: The first step toward the future you deserve
Shows clients how important it is to protect their savings
Only available as a fillable PDF.
"Your RRSP, your TFSA, your Projects" guide – 2018-2019 edition - 09024E
Fillable PDF (advisor contact information)
Creditor Protection – 06075E
Are your savings protected?
Get an Overview of Your Income, Expenses and Investments - 03103E03
Your Personal Balance Sheet - 03103E01
Personal Inventory of Assets and Important Documents - 05081E02