Our lives are highlighted by great events such as a first job, a birth, new house, promotion or retirement.
To help you harmonize the present and future, our Caisse populaire advisor will support you in realizing your objectives.
Using your investor profile, they will:
|Personal Finance Advisors||Always on the cutting edge of financial innovation, our Personal Finance Advisors put their knowledge to work for you. They listen, offer professional and objective advice, and steer you toward the savings and investment products best suited to your situation.|
|Financial Planners||These professionals analyze your financial situation, help you determine your objectives and formulate a plan so you can attain them. They can guide you in making choices in the realm of retirement planning, for example, or help you achieve a long-term project. They can also put you in touch with one or another of our specialists, if need be.|
Have a specific project in mind? Here are additional documents to bring: