Responsible Investment Solutions

Over 50 RI solutions available

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Give clients access to Canada's widest responsible investment (RI) products lineupfootnote 1

We have everything you need to integrate RI into your model or build a complete RI portfolio, regardless of the nature of your business, your clients' investor profiles or objectives.

Discover our responsible investment solutions

  • A diverse, cutting-edge product line that combines potential return and making a positive impact on the world.

    – Stand alone funds
    – Managed solutions

  • Access to all major asset classes, including:

    – High-yield bonds
    – Small, mid and large-cap compagnies or firms

  • A comprehensive selection of thematic impact funds, including some that are the first of their kind in Canada, such as:

    – Green bonds
    – Cleantech

Learn about Desjardins Sustainable Funds and Portfolios

  • Innovative RI strategies that mainly target environmental, social and governance (ESG) issues

  • 3 main approaches:

    – Desjardins Sustainable
    – Low carbon intensity
    – Fossil fuel reserves free

  • ETF options

    – Active management
    – Index-based strategy
    – Multifactor strategy

Learn about RI ETFs

(available through Desjardins Insurance)footnote 2
  • Desjardins Sustainable portfolios combined with the protections under the Helios2 Contractfootnote3

  • An estate transfer and protection product

  • Offers an inflation-adjusted death benefit—the only one of its kind in Canada
    (75/100 i and 100/100 i)*

Learn more

Other solutions incorporating ESG (environmental, social and governance) factors*:

  • Exposure to securities of companies that are leaders in sustainable development

  • A smart way to diversify your clients' portfolio, offering:

    – Attractive return potential
    – Principal 100% guaranteed at maturity

  • Offered as part of:

    – Current issues*
    – Customized Notes

*Based on availability of each sales cycle

Learn about Desjardins Principal Protected Notes

  • Features a basket of underlying securities from 20 socially and environmentally-responsible companies

  • Guaranteed minimum return at maturityfootnote 4

  • Principal is 100% guaranteed on death of annuitant

*Based on availability for each sales campaign

Learn more

(available through Desjardins Insurance)footnote 2
  • Long-term payout contract

  • Product that provides your clients with guaranteed income

  • Premiums invested using a responsible investment approachfootnote 5

Learn more

Develop your expertise

Speak confidently to your clients about responsible investment.

Learn more about RI

Want to speak to a regional sales director about our investment solutions?

  1. Based on December 31, 2021, internal study. Subject to change.
  2. DESJARDINS INSURANCE refers to Desjardins Financial Security Life Assurance Company. In addition, DESJARDINS, DESJARDINS INSURANCE and related trademarks are trademarks of the Fédération des caisses Desjardins du Québec used under licence.
  3. 3. Please refer to the Contract and Information Folder for more information on the Helios2 Contract and Desjardins Financial Security Guaranteed Investment Funds.
  4. Some campaigns may have a minimum return of 0%. Refer to the features table - External link. Opens in a new window. for more information about the current campaign, including the available terms, baskets of securities and range of returns.
  5. Through the life and health insurer's capital.

® Registered trademark owned by Desjardins Financial Security Life Assurance Company.

The Desjardins Funds and Desjardins Exchange Traded Funds are not guaranteed, their value fluctuates frequently, and their past performance is not indicative of their future returns. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Commissions, management fees and expenses all may be associated with an investment in exchange traded funds. Please read the prospectus before investing. The Desjardins Funds and Desjardins Exchange Traded Funds are offered by registered dealers.

An investment in principal protected notes may not be suitable for all investors. Important information about principal protected notes is contained in the Information Statement and the Oral Disclosure Document of each note. Investors are strongly encouraged to carefully read this documentation related to a note issuance before investing and to discuss the suitability of an investment in the notes with their investment advisor or dealer representative before making a decision. The documentation related to a notes issuance in particular is available on the summary page of that issuance. In the event of any inconsistencies or conflicts between this document and the Information Statement, the Information Statement governs. The offering and sale of notes may be prohibited or restricted by laws in certain jurisdictions in Canada and notes are not offered for sale outside Canada. Notes may only be purchased in the jurisdictions where they may be lawfully offered for sale and only through individuals duly registered and authorized to sell them. Past performance is not indicative of future performance. The return on principal protected notes is dependent on the change (which may be positive or negative) in value of the underlying assets during the term of the note and it is possible that there may be no interest payable to the investor. The return on a note cannot be established before maturity. Some notes may be subject to caps, participation rates and other limits which feed through to performance. The full principal amount of a principal protected note will be repaid at maturity only. An investment in notes is subject to certain risk factors. Please read the Information Statement and Oral Disclosure Document for complete details, including the precise formula for determining return on a note.

The Notes do not constitute guaranteed deposits within the meaning of the Deposit Institutions and Deposit Protection Act (Quebec), the Canada Deposit Insurance Corporation Act, or any other deposit insurance regime designed to ensure the payment of all or a portion of a deposit upon insolvency of the deposit-taking institution.