363 Fennell Blvd.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
We’ve all been there. It can be tough working your way to the top. Every one of our advisors has experienced the professional treadmill and chosen a path that actually leads to a destination. At Desjardins Retirement Solutions, we know how to disrupt the status quo and want to help you do the same.
It's your life; you should live it the way you want. Our advisors believe that knowledge leads to independence. Together, we’ll leverage your goals with smart financial advice, to ensure that you’re in the driver's seat for years to come.
Don’t be satisfied with tradition. Take control, free yourself, and live the life you want.
Ready for the next step? We can help.
First meeting, uncover needs, goals, concerns, and evaluateyour current position.
Build your financial framework. Design a detailed, prudent plan to achieve your goals.
A mutual agreement to review your plan and answer all of your questions, while responding to any concerns. Together we agree on how we will proceed.
We can take care of the paperwork and get your plan moving forward. You can call us anytime you have questions or concerns.
As life changes, so do your goals. Regular meetings are necessary to review your process and make adjustments to help ensure your plan remains in line with your goals.
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."