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Terms of use and legal notes
Desjardins Private Wealth Management
Tools and Resources
Tools and Resources
Documents from previous years are available upon request.
Our responsibilities and agreements
Relationship disclosure document and agreements (PDF, 2.23 MB)
DIM private funds and segregated accounts (PDF, 981 KB)
Amended and restated declaration of trust of DIM private funds (PDF, 734 KB)
Protecting investors
How the Canadian Investment Regulatory Organization (CIRO) protects investors
. External link.
What does Canadian Investor Protection Fund (CIPF) do for investors?
External link.
How to make a complaint: CIRO (PDF, 568 KB)
. External link.
Comments, dissatisfactions and complaints
Fees
2024 fee schedule (PDF, 69 KB)
Simplified operating fees for DPWM private funds (PDF, 681 KB)
Securities and financial statements
Annual financial statement as at december 31, 2024 (PDF, 936 KB)
List of Portfolio Securities as at September 30, 2024 (PDF, 1.17 MB)
List of Portfolio Securities as at March 31, 2024 (PDF, 1.15 MB)
List of portfolio securities as at September 30, 2023 (PDF, 1.15 MB)
Interim financial statements as at June 30, 2024 (PDF, 896 KB)
List of portfolio securities as at March 31, 2023 (PDF, 1.16 MB)
Annual audited financial statements as at December 31, 2023 (PDF, 918 KB)
List of portfolio securities as at September 30, 2022 (PDF, 1.18 MB)
List of portfolio securities as at March 31, 2022 (PDF, 1.13 MB)
Tax information, proxy voting policy and other information
List of funds on which proxy votes can be exercised (PDF, 358 KB)
Tax information - tax return (PDF, 4.74 MB)
Statement and tax slip mailing dates (PDF, 300 KB)
Proxy voting policy (PDF, 359 KB)
Presence Service (PDF, 332 KB)
US income taxes
Internal Revenue Service (IRS) form 8937 – as at December 31, 2024 (PDF, 221 KB)
Internal Revenue Service (IRS) form 8937 – as at December 31, 2023 (PDF, 225 KB)
Internal Revenue Service (IRS) form 8937 – as at December 31, 2022 (PDF, 197 KB)
Internal Revenue Service (IRS) form 8937 – as at December 31, 2021 (PDF, 261 KB)
Internal Revenue Service (IRS) form 8937 – as at December 31, 2019 (PDF, 661 KB)
Information for US tax filers (PDF, 163 KB)
