Staying on track
Plan with confidence
Our advisory team offers dedicated support, with no financial incentives, to help guide plan members when making important decisions throughout the process. It’s an experience that promotes financial empowerment, in line with Desjardins Insurance’s mission.
Staying on track
Plan with confidence
Our advisory team offers dedicated support, with no financial incentives, to help guide plan members when making important decisions throughout the process. It’s an experience that promotes financial empowerment, in line with Desjardins Insurance’s mission.
Advice for major life decisions
Our financial planners are here to help plan members make informed decisions, whether they’re saving for retirement or something else, such as to get married, buy a property or go back to school.
They can help plan members create a financial plan tailored for their situation and their goals—and that includes preparing for retirement.
For specialized needs, such as tax or estate planning, Desjardins Insurance can also refer them to partners, while respecting their freedom to consult with the professional of their choice.
What comes next
Saving doesn’t stop when the group plan ends. The Destination Program is for individuals who leave their employer or who retire. It provides practical tools and personalized support to help plan their finances with confidence after the transition.
They get to enjoy these advantages:
- Support that takes their situation and goals into account
- A clear and structured plan to help them manage their assets and prepare for retirement
- A modern, flexible financial planning tool that generates reports that are easy to understand
- Practical advice to find the best investment options for their goals, in order to:
- Choose the appropriate payout products
- Understand the tax implications of their income sources
- Find a way to balance guaranteed income and financial flexibility
- Plan for retired life together with their partner and explore strategies to reduce taxes
- Minimize the costs associated with investing
- Navigate the rules for locked-in products and explore options for accessing cash
Our teams stand ready to help plan members make informed decisions, with advice that’s tailored to their situation.