Privacy Notice & Mutual Funds Disclaimer

Privacy Notice

Desjardins Financial Security Investments Inc. has always understood the importance of confidentiality. At the same time, as a financial solutions provider, the collection of personal client information is fundamental to our business.

We will only ask for personal information when it is necessary to determine appropriate financial solutions, and to comply with federal and provincial legislation.

This information will never will be shared with other parties without your consent; unless it pertains to our product suppliers, or government and self-regulatory agencies and authorities where required by applicable legislation.

Your consent is indicated by a signature on our Account Disclosure Document, which includes a privacy policy disclosure.

A complete copy of Desjardins Financial Security Investments Inc.'s Privacy Policy is available online. To request a copy of the information contained in your file, please contact either your advisor or our office.

Back to top

Mutual Funds Disclaimer

Mutual funds are offered through Desjardins Financial Security Investments Inc.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed or insured. Their values change frequently and past performance may not be repeated. The statements contained herein are based on material believed to be reliable but are not guaranteed to be accurate or complete. The article is not intended to provide individual financial tax or investment advice. Particular investment or trading strategies should be evaluated relative to each individual's objectives.

Back to top


© Copyright 2011- TRIO Financial Planning. All Rights Reserved.  |  Designed by Helena Guzman Design