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Advantages

Let Desjardins look after all of your investments! Consolidate to:

  • Keep things simple
  • Maximize your returns
  • Save on fees
Meet with an advisor

A single, diversified portfolio

When investment experts talk about "diversification", they don't mean spreading your investments across different institutions. When you have one wealth management advisor handling all your investments, it's much easier for them to help you actually diversify your portfolio.

Is it worth your while to put all your investments in one place? Take the test!

Keep things simple

Imagine how much better it would feel to know exactly where you stand financially. Working with a single advisor will give you that kind of peace of mind—and make managing your money a lot easier.

  • Less paperwork so you'll have more time to do other things
  • Easier to stay on top of your investments
  • Easier for your loved ones to manage your finances if you get sick or die

Maximize your returns

When your advisor can see the big picture, they'll be able to give you better advice and help you:

  • Diversify your portfolio
  • Get the most out of your registered plans
  • Follow your investment and income strategies
  • Maximize your returns

Save on fees

When all of your investments are in the same place and you're dealing with a single advisor, you'll save more.

  • You'll pay fewer management and administration fees if you have all of your RRSPs, for example, in one place
  • You'll likely also have fewer transaction fees working with a single advisor
  • You'll be eligible for a management fee rebate on investment funds

Advices

Diversifying your investments: 4 common pitfalls

There is a lot of investment myths in my line of work. We have to build a portfolio with different types of investments, each with different characteristics, and all of which match your investment profile. Here are the 4 most common errors that should be avoided when making investment decisions.

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