Mohamed Jelassi

Senior Analyst, M.Sc, Adm.A. Prosci, RIS, RIAC
Desjardins Financial Security

popup medal icon RIA: Certified

Certifications in RI:

Responsible Investment Advisor Certification (RIAC)
Responsible Investment Professional Certification (RIPC)
Responsible Investment Specialist (RIS)
Responsible Investment Advisor Certification (RIAC)
Responsible Investment Professional Certification (RIPC)
Responsible Investment Specialist (RIS)

​​We’re Desjardins Insurance—Desjardins Group’s life and health insurance subsidiary.

We offer a wide range of life and health insurance and savings and investment solutions through our extensive distribution networks. In Quebec, members have access to our complete insurance and savings offer right at their caisse.

More than five million Canadians are counting on our solid expertise and our people-focused approach at every stage of their life

Services Offered in RI
  • Small business planning
  • Other
  • Will & Estate planning
  • Taxation planning
  • Succession planning
  • Charitable giving
  • Small business planning
  • Other
  • Will & Estate planning
  • Taxation planning
  • Succession planning
  • Charitable giving
Minimum Account Size

$500,000+

$500,000+

Investor Type Dealt With

Individual

Institutional

Individual

Institutional

Type of License

Autorité des marchés financiers

Chambre de la sécurité financière

MFDA

Autorité des marchés financiers

Chambre de la sécurité financière

MFDA

Provinces Licensed In
  • Newfoundland and Labrador
  • Nunavut
  • Northwest Territories
  • Ontario
  • Nova Scotia
  • Prince Edward Island
  • Nunavut
  • Quebec
  • Ontario
  • Saskatchewan
  • Prince Edward Island
  • Yukon
  • Quebec
  • Saskatchewan
  • Yukon
  • Alberta
  • British Columbia
  • Manitoba
  • Alberta
  • New Brunswick
  • British Columbia
  • Newfoundland and Labrador
  • Manitoba
  • Northwest Territories
  • New Brunswick
  • Nova Scotia