Seven Elements Wealth Planning was founded based on helping people achieve financial peace of mind through mindful wealth planning. Our plans help unlock value so you can live life by design – for reasons that matter to you.
Living a fulfilled life now is as important to you as planning for the future. Our team of experts uses The Seven Elements of Wealth to build personalized financial strategies. The planning conversation balances your lifestyle now with future goals. We help you build wealth beyond money—considering other facets of your life like family, community and your legacy.
Desjardins Securities is the brokerage firm of Desjardins Group, the largest cooperative financial group in Canada.
Following are the six key advantages that sets us apart from the competition:
1- Through our duly qualified wealth managers, you’ll have access to the largest pool of recognized wealth management specialists.
2- Since Desjardins is the second safest financial institution in the world, our brokerage firm guarantees you a highly secure environment.
3- Thanks to our exceptional Research Department, our wealth managers’ recommendations are always based on reliable data and detailed analyses.
4- To better respond to your investment needs, we offer you many exclusive products and services that can simplify your life.
5- Knowing that you don’t have a minute to waste on poorly designed online tools, we have made our secure site both user-friendly and efficient.
6- As Social commitment is an integral part of our values, each year we support many causes that contribute to the well-being of Quebec society.