Learning with confidence

Knowledge is power

Our financial education initiatives are geared toward helping plan members build healthy financial habits, by providing them with the support, guidance and resources they need to help them manage their money wisely. We also offer interactive online courses and live webinars on a variety of topics related to personal finance. These sessions are led by certified education advisors.

Plan members who want to learn more can also check out our Retirement Toolbox, as well as our self-service learning courses which include topics such as dept, setting up a budget, and investing. These training options are available at all times, so plan members can learn at their own pace.

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Learning with confidence

Knowledge is power

Our financial education initiatives are geared toward helping plan members build healthy financial habits, by providing them with the support, guidance and resources they need to help them manage their money wisely. We also offer interactive online courses and live webinars on a variety of topics related to personal finance. These sessions are led by certified education advisors.

Plan members who want to learn more can also check out our Retirement Toolbox, as well as our self-service learning courses which include topics such as dept, setting up a budget, and investing. These training options are available at all times, so plan members can learn at their own pace.

Financial education More resources to explore

Our Wellness Centre offers a wealth of resources to help plan members take charge of their finances. There are tips on how to financially prepare for major life events, as well as articles, webinars and videos about saving, personal finance, planning for retirement and how to be more financially empowered. The Wellness Centre content is updated annually to keep pace with plan members’ changing needs.

Introductory information sessions

The introductory information session explains the benefits of the plan and gives plan members strategies to optimize their contributions. The session also highlights the employer’s commitment to the financial empowerment of its employees in the short, medium and long term.

Information is provided about:

  • The educational resources available to plan members
  • The range of advisory services Desjardins Insurance offers in connection with the group retirement savings plan
  • The features of the various plans, including types of investment and contribution rules

Ongoing education sessions

Ongoing education sessions are designed to provide key information about retirement planning based on the different stages of life. These sessions are available in various formats to meet the needs of the group.

  • In-person meetings—in a group (minimum: 20 participants) or one on one1
  • Live webinars—interactive presentation of the plan by a financial education advisor (minimum: 20 participants)
  • Pre-recorded webinars—readily accessible at any time
  • Educational videos—available on the website

1. Depending on the rules of your group retirement savings plan.

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