Strategy

Canadian Group Launches Multi Family Office

Nick Parmee 30 May 2007

Canadian Group Launches Multi Family Office

Desjardins Securities has launched a new service aimed at high net worth families and business owners. This offering is based on a multi-family office model, taking, the company says, an integrated and personalised approach to all aspects of wealth management for the target group. Backed by the new DS Private Counsel Group, the DS investment advisors aim to guide not only the management of their clients' investments, but also take charge of financial and tax planning, business transfer, succession planning, trust management, family governance, cash management and budgeting. All these services are offered through DS Financial Services. Desjardins Securities is a subsidiary of Desjardins Group, the largest cooperative financial group in Canada. It offers securities brokerage products and services through its investment advisors and online brokerage services through its Disnat online division.

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