Expert Advice By Desjardins Group

This series from Desjardins Group provides simple, holistic strategies that can help your clients. Since Desjardins was founded in 1900, the organization has always taken a responsible and cautious approach to wealth management. Desjardins is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, and has been a leader in responsible investing for more than 30 years. Desjardins is committed to using that experience and investment knowledge to educate advisors.

Expert Advice

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How can clients invest in the climate transition?

Desjardins’ Deborah Debas reveals how clients’ portfolios can benefit from the transition to a net-zero economy.

August 14, 2023

4 min read

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Desjardins Group

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Why do investors need both core and thematic ESG funds?

Desjardins’ Deborah Debas details why both types of funds are important to create a holistic, diversified portfolio.

July 31, 2023

4 min read

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Expert Advice

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How can advisors better manage KYP and KYC for ESG investments?

Desjardins’ RI Specialist, Deborah Debas, clears up the confusion around KYP, and provides tips on how to utilize both KYC and KYP during the client discovery process.

July 17, 2023

3 min read

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Expert Advice

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Addressing the growing demand for RI: Education is key

Deborah Debas, Responsible Investment Specialist at Desjardins, talks about how the company’s Responsible Investing Certification Program provides value for advisors.

October 21, 2021

3 min read

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