Working with an advisor - 19514E
Version for print
Only available as a PDF.
“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.
"Your RRSP, your TFSA, your Projects" guide – 2022-2023 edition - 09024E
Only available as a fillable PDF (advisor contact information)
Creditor Protection – 06075E
Are your savings protected?
Overview of your income, expenses and investments - 03103E03
Personal reference document for your Financial planning
Only available as a fillable PDF.
Your Personal Balance Sheet - 03103E01
Personal Inventory of Assets and Important Documents - 05081E02
Client folder - Desjardins – 02059S
