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No effort is spared to make life simple for you!
Chorus Portfolios consist of a carefully selected basket of Desjardins Funds, some of which are co-branded, which are selected for their complementary features and excellent returns.
They require a minimum investment and give investors immediate access to fine-tuned diversification by asset class, management style and global geographic sector.
You can choose from six portfolios for building capital and six portfolios for generating income.
Their financial structure is designed to limit tax consequences, for unregistered accounts, of asset transfers as you prepare for or take your retirement.
Therefore, when you’re ready to shift from building capital to generating income, the transaction will be significantly tax-sheltered.
Investment approach
 | Your advisor determines your investor profile with you.
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| You choose the portfolio that best meets your needs and your profile.
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| Your advisor reviews the various income options at retirement, as needed.
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| Your advisor follows up with you on your investment strategy to ensure it continually meets your needs.
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Rebalancing = peace of mind
We review your portfolio’s asset allocation on a quarterly basis. If any holdings have deviated significantly from their target allocation, we rebalance the portfolio to ensure that each fund matches its initial weighting. As a result, your portfolio stays in tune with your investment goals and risk tolerance.
| Minimum investment of $100,000
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| Available in registered (RRSPs, RRIFs, LIRAs and LIFs) and unregistered versions |
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