“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 (electronic form fillable).
"Your RRSP, your TFSA, your Projects" guide – 2017-2018 edition - 09024E
PDF available only
Get an Overview of Your Income, Expenses and Investments - 03103E03
Electronic form (fillable)
Your Personal Balance Sheet - 03103E01
Personal Inventory of Assets and Important Documents - 05081E02
We all have something to protect Flyer
Presents the various costs associated with the execution of a will, as well as the benefits of the DFS Investment solutions.
