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
Kind Wealth is an advice-only multi-family office serving next-generation changemakers. Our clients are business owners, entrepreneurs, employees, and others working across the tech, start-up, and social enterprise ecosystems.
We provide holistic wealth management services to help next-gen changemakers structure and manage their wealth in ways that allow them to live rewarding and fulfilling lives.
As a Responsible Investing Specialist, I educate, support, and partner with you at each life stage of your financial journey with personalized strategies designed to help you invest responsibly and in a way that aligns with your core values.
Our SRI portfolios and products are designed with you in mind, whether you are interested in renewable energy or reducing ownership of high carbon emission holdings.
As an independent wealth management firm, we are committed to providing you with an exceptional client experience. We can assist you with wealth management, retirement planning, insurance, estate planning, debt reduction or tax returns.
I always say my head is for numbers but my heart is for the arts.
By day, I help clients realize their personal, professional, and philanthropic goals through holistic financial planning using the best experts in the country. By night, I am an occasional tenor, financial educator, and advocate for the seat at the table that arts/culture has in our City.
When we talk to clients, we hear a lot of the same questions/concerns:
❓ Artists and arts executives want to know how to invest for their future, often without access to workplace pensions.
❓ Donors want to know how to prioritize their charitable goals while managing their personal wealth against an increasingly unsure economic climate.
❓ Families want to know how to foster deeper conversations about money, creating a legacy of giving, and the things we don’t talk about (but need to) about planning for the next generation.
Arts advocates, executives, and families have chosen to work with us not just because we “walk the walk” in our community, but also because we’ve proven successful with our unique approach to financial planning. Together with clients we:
🎯 Develop a strong, holistic, and risk-managed plan to build wealth during their professional years, manage it during retirement, and establish a lasting legacy for the next generation.
🎁 Create or sophisticate a personal charitable plan to give back to the community with a personal mission, philanthropic strategy, and if needed a private foundation or Donor-Advised Fund.
👨👩👧👧 Co-ordinate their financial lives and professional circle (accountants, lawyers, etc.) so that they spend less time setting up meetings and more time doing what’s important.
Your financial plan is as unique as you are, your advice should never be based on “this works for my other clients”, and a financial plan cannot be created by filling-in-the-blanks. With us, every plan starts first as a relationship, and every client enters as a partner.
By introducing affluent Canadians and their families, as well as foundations and other not for profit organizations, to CC&L Private Capital’s discretionary wealth management services, I provide a confident approach to guiding my clients towards achieving their long-term financial goals.
I adhere to the key principles of listening and responding, placing the utmost importance on understanding each of my client’s unique goals and objectives, ensuring flexibility to changing market conditions and personal circumstances. I am dedicated to developing strong working relationships and providing the highest level of personalized service.
CC&L Private Capital is part of Connor, Clark & Lunn Financial Group Ltd., one of Canada’s leading investment management firms whose affiliated teams manage over $96 billion in assets.
As an Investment & Wealth Advisor at Canada’s leading wealth management firm, Riley translates clients’ unique circumstances, needs and values into a concrete, fact-based strategy; implementing that strategy through a diligent investment management process. Riley leverages his wealth planning expertise, strong educational foundation, principles of sustainable investing, and the institutional strength of RBC Dominion Securities to help individuals, families, business owners, executives and professionals achieve their goals.
Trish holds the esteemed professional designations of Certified Financial Planner (CFP®), Chartered Investment Manager (CIM), and Fellow of the Canadian Securities Institute (FCSI®). She obtained her CFP in 1999, and has acted as a media spokesperson for RBC on various financial planning topics. Her expertise allows her to seamlessly integrate our clients’ financial plans into their investment portfolios. Trish is insurance-licensed, enhancing her abilities to maximize tax and estate planning strategies. She has strong attention to detail, and services our clients with a tailored approach to meet their specific needs.