Products and Services
As an independent Certified Financial Planner, I provide a wide range of products and services to meet my client’s needs. In addition to Desjardins Insurance1 products, I have access to the products of other major Canadian insurers, and through Desjardins Financial Security Investments, to the products and services offered by more than 100 investment fund companies. In the development of my recommendation, I search the available products offered in the insurance and investment market and choose the products that best fit my client’s situation.
Here is a list of the different product categories I provide. Please note that not every category may be applicable to your situation. In order to get more information about these products and how they work contact me.
Savings and Investments
- RRSP, Registered Retirement Savings Plan
- TFSA, Tax-Free Savings Account
- TFSA vs. RRSP table
- RESP, Registered Education Savings Plan
- IPP, Individual Pension Plan
- RRIF, Registered Retirement Income Fund
- LIRA, Locked-In Retirement Account and locked-in RRSP
- LIF, Life Income Fund, LRIF, Locked-In Retirement Income Fund
1 Desjardins Insurance refers to Desjardins Financial Security Life Assurance Company, a provider of life and health insurance and retirement savings products.