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Taking care of what's important so you can focus on what matters most to you.

Personalized Client Experience

Taking care of what's important so you can focus on what matters most to you.

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Personalized Client Experience

OUR SERVICES

Dejardins helps your
money and investments grow

About Us

Desjardins Financial Security Independent Network (DFSIN) is a national network of financial advisors specializing in life, health insurance and investments. We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

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Our Philosophy

Our philosophy is simple - we want to get to know you to help you make the best decisions possible. This goes back to our roots when Alphonse Desjardins (1854 – 1920), our founder set about his idea for a “people’s bank”. His idea was simple – to provide financial services to working people.

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Our Process

A strong planning process is crucial to create a financially secure plan that seeks to protect your needs now and for the future, in a tax efficient manner. It is my goal to assist you to build a solid financial structure that will stand the test of time and will grow and build wealth for you and your family.

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Investments

Investments can play a key role in your financial security plan. For individuals, a mix of registered and non-registered savings, income and pension plans can help achieve short and long-term goals. For employee groups, we can offer advice on registered and non-registered savings and pension plans.

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Insurance

Your financial security is our priority.  We know you've worked hard for your money. That’s why we work hard for you. Your financial security is important, and it's about more than just money.  It’s about peace of mind, today and tomorrow.

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Experience a better way to live with your finances and assets.

As a professional in the field of insurance and investments, my understanding of people's goals and aspirations has created a lasting bond over two decades. The key to their success has been my passion for excellence.

BLOG & CASE STUDIES

Our Latest News & Updates

Debt

Debt Management

How to Survive the Unexpected. Its hard to imagine how many will survive the effects of the pandemic with heavy debt loads. Its important to evaluate your priorities. If your financial situation has changed, you need to make some updates to account for your new reality. Do you find talking about...

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Retirement

Retirement Strategies

Debunked: Myths About Retirement…which retirement myth is killing your financial security? Don’t put your golden years at risk! How much do I need to retire? Fidelity's rule of thumb: Save 10x your income by age 67 – Key takeaways: Aim to save at least 1x your salary by 30, 3x….

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Ontario Estate Law

Wills & Legacies

Legacies & bequests Wealth transfer strategies, with a Will /with no Will on death. The meat of the will is ‘who gets what’. There are two primary strategies for setting out who gets what from your estate: The ‘pool then split’ strategy, which involves pooling all assets, paying all expenses and all...


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STATISTICS ABOUT US

Desjardins is the financial institution with the largest regional presence in Quebec and is well established in Ontario.

7

Million Clients

47,849

EMployees

2,930

DIRECTORS

ABOUT US

Wealth Management

Your financial security is our priority. We know you've worked hard for your money. That’s why we work hard for you. Your financial security is important, and it's about more than just money -  it’s about peace of mind, today and tomorrow.

At Desjardins Investments, we have qualified advisors to assist you with your investment planning. With their advice and expertise they can offer you customized strategies, which will enable you to achieve your financial objectives.

As a professional in the field of insurance and investments, specifically geared towards personal financial planning, my focus has been on assisting people in my role as a Financial Advisor.

I have invested my undivided attention to advising and supporting the needs of my clients in creating financial solutions for their short, medium and long-term goals. My understanding and empathy for people’s situations created a bond that has lasted more than two decades.

Planning and working together, my clients and friends have come a long way to achieving success, happiness and peace of mind. The key to their success has been my passion for excellence which I impart with care and understanding.

In achieving premier industry standards as a Life Member of the Million Dollar Round Table, I have shared my knowledge and experience for my clients’ needs. My understanding of their desires and goals has been the link between my success and their motivation.

I bring to my association with people, an in depth knowledge and appreciation of multicultural needs, which come with a common objective to enhance their present and future, going forward.

Kusum Sen

BA, CHS, CLU, CII, RIS, MDRT Life Member

Life and Health Insurance Advisor
Investment Fund Advisor*

"Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book"

Joran Lee (Head of Marketing)

"Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book"

Kate Jose (Business Advisor)