Desjardins is a financial cooperative offering private wealth management for individuals and families with substantial assets and complex financial needs. Its private wealth service provides personalized, long-term guidance to help clients manage, grow and preserve family and business wealth across generations. Each client works with a dedicated private wealth manager, who builds an ongoing relationship grounded in listening, trust and commitment, and coordinates specialists to address current and future priorities.

The integrated service can include financial planning, portfolio management, private banking, trust and estate planning, tax planning, business-owner planning, wealth protection and philanthropy. For entrepreneurs, the approach considers the business as part of the client’s overall financial picture. Clients may also benefit from portfolio managers and access to international and specialized markets.

Desjardins begins by understanding each client’s family, business, goals and concerns, then develops a personalized plan with its network of specialists. The team monitors the plan and adapts it as needs and life circumstances change, offering practical support along the way.