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Responsible Investment Association.

Services offered: Succession planning

Etienne Chaput

Nadia Ramundo

Trevor Miller

Kim Inglis

Brenda Horan

Liam Winegard

Dana Fleming

Our process is dedicated to helping our families understand their current reality and clarify their future goals and vision. Once we have formulated a clear picture of their needs and wants, we determine how to best utilize their assets and opportunities to close the gap that lies between where they are now and where they wish to be. In short, our families define what they want their financial plan to look like, not us. The resulting plan will play a significant role in dictating our approach to growing and preserving their wealth.

Mohamed Jelassi

​​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

Martin Gendron

Nancy Hétu

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