Financial services

Choosing the Centre Financier Vaudreuil-Dorion is getting professional services!

The Centre Financier Vaudreuil-Dorion offers a full range of services covering all aspects of financial planning under one roof.

Protection

In the case of death, serious illnesses, or disability
Insurance of persons: permanent, temporary or universal
Permanent or temporary life insurance
Health, serious illnesses, long-term care insurance
Individual insurance to cover a mortgage balance

Investments

Investment vehicles according to your needs
Segregated funds
Mutual funds*
Self directed portfolios
Private portfolio management
Investment loans
Registered Education Savings Plans (RESP)

Retirement

Retirement Savings
Retirement planning
Registered Retirement Plans (RRSPs)
Voluntary Retirement Savings Plans (VRSPs)
Locked-in Retirement Accounts (LIRAs)

Withdrawal strategies according to your needs

Registered Retirement Income Funds (RRIF)
Life Income Funds (LIFs)
Life annuities
Guaranteed annuities, prescribed or not

* Mutual funds are distributed through Desjardins Financial Security Investments Inc.

To get more information about our services and take action, book your meeting with one of our professionals.

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