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SAVINGS AND GUARANTEED INVESTMENT FUNDSSAVERS GUIDEDesjardins Insurance refers to Discarding Financial Security Life Assurance Company.11268E (201705)Define your priorities The first step toward the
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01
Start by gathering all the necessary documents, such as identification proofs, income statements, and investment preferences.
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Research and compare different savings and guaranteed investment options offered by banks, financial institutions, or investment firms.
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Read and understand the terms, conditions, and risks associated with each investment option.
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Choose the investment option that suits your financial goals, risk tolerance, and time horizon.
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Fill out the application form provided by the selected investment provider, ensuring accurate and complete information.
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Attach the required documents as mentioned in the application form.
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Review the filled application form and attached documents for any errors or omissions.
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Submit the completed application form and necessary documents to the respective investment provider.
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Follow up with the investment provider to ensure timely processing and completion of the investment account setup.
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Monitor and review the performance of your savings and guaranteed investment periodically, making any necessary adjustments or withdrawals as per your financial needs and goals.

Who needs savings and guaranteed investment?

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Anyone who wants to secure their financial future and generate returns on their savings should consider savings and guaranteed investment.
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Individuals who have surplus funds and want to earn a fixed or guaranteed return on their investment can benefit from these options.
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People who prioritize lower risk and stability over higher potential returns may prefer savings and guaranteed investment.
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Investors who have a specific financial goal in mind, such as saving for retirement, education, or buying a house, can use these investment options to achieve their objectives.
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Both beginners and experienced investors can utilize savings and guaranteed investment to diversify their portfolio and manage risk effectively.
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Savings and guaranteed investment refer to financial assets where the principal amount is protected or guaranteed by an institution.
Individuals or entities who have savings and guaranteed investments exceeding a certain threshold set by the tax authorities are required to file them.
Savings and guaranteed investment are typically reported on tax forms provided by the financial institution or through online tax filing platforms.
The purpose of savings and guaranteed investment is to grow and protect one's wealth by earning interest or returns on the invested amount.
Information such as the name of the financial institution, account number, principal amount, interest earned, and any guarantees provided must be reported on savings and guaranteed investment.
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