ARE YOU RETIRED?

DISCOVER OUR EXCLUSIVE “MY LIFE AS A RETIREE” OFFER.

At Desjardins, we understand that retirement brings a unique set of financial needs. That’s why we’ve designed an offer exclusively for retirees, covering everything from managing your pension to expert financial guidance. Just deposit your paycheque or pension cheque into your Desjardins account to benefit from our adapted offer*. 

TRANSACTIONS

ADAPTED PLAN

  • Regardless of which plan you choose, all members aged 60 and over receive a $4 discount on monthly fees. 

SAVINGS

WEALTH MANAGEMENT 

  • Expertise totally dedicated to education professionals. 

  • An in-depth investment strategy. 

  • Tax advice. 

  • Retirement planning. 

  • Expert guidance every step of the way. 

FINANCIAL PLAN 

  • An in-depth evaluation to optimize your financial approach:  Your advisor takes the time to understand your goals, evaluate your current financial situation and make personalized recommendations. Your financial plan is then revised to reflect any significant changes in your life and guide you towards financial independence. 

MORTGAGES 

MORTGAGES 

  • Preferential rates. 

FINANCIAL EDUCATION

CONFERENCES, WEBINARS AND TOOLS

  • Conferences hosted by Caisse advisors and financial planners, sometimes in partnership with other associations.

FINANCIAL EDUCATION FOR YOUR CHILDREN AND GRANDCHILDREN 

  • Turnkey tools for the financial education of your little ones. 

  • Free tools corresponding to the program of the Ministry of Education and Higher Education (MEHE): videos, educational activities, web series and more.   

INSURANCE 

SPECIAL NEGOTIATED RATES FOR EDUCATION PROFESSIONALS

  • Competitive rates.  

  • Quick and easy online quote. 

  • Tailor-made protection. 

BY YOUR SIDE

  • A dedicated personal advisor. 

  • Access to an online advisor so you can chat with an expert anytime from the comfort of your own home. 

  • Multi-platform service: website, social media, newsletter, text, events, and in-person meetings at your workplace or home.

Make an appointment with an advisor from Caisse Desjardins de l’Éducation to take advantage of our exclusive student offer. 

*Certain condition apply. Offer subject to change without notice. Contact us for more details.

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