We’re Desjardins Insurance—Desjardins Group’s life and health insurance subsidiary.
We offer a wide range of life and health insurance and savings and investment solutions through our extensive distribution networks. In Quebec, members have access to our complete insurance and savings offer right at their caisse.
More than five million Canadians are counting on our solid expertise and our people-focused approach at every stage of their life
Nous sommes des spécialistes de la gestion intégrée de fortunes au service des familles et des entrepreneurs. Nous agissons comme un directeur financier personnel dans la gestion de votre patrimoine pour vous assurer confort et tranquillité d’esprit.
We offer full-service, independent financial planning and investment advice.
Cooperative based financial planning to put the client first.
Affluent business owners, professionals and individuals can feel reassurance, confidence working with me, a designated CERTIFIED FINANCIAL PLANNER professional for almost 30 years. Together, we will take into consideration all aspects of your written Financial Plan, not just your investments. I can assist you achieve peace of mind while going through transition such as the sale of a business, retirement, change of career, death of partner, divorce or an inheritance.
As a Chartered Life Underwriter, I have advanced training in income protection, insurance, estate, and business planning. I can assist you in making sense of what you have and what you need to consider.
I use my business as a force for good for all clients, our community and our planet. As a Responsible Investment Advisor, I am strongly committed to sustainable investment solutions, that can enhance returns & mitigate risk.
Personally, I commit to a formal philanthropic statement to donate 1% of my annual gross revenue to charities focused on social and/or environmental impact. To start, donations will be directed to the YMCA. The Y is a charity close to my heart and is committed to nurturing the potential of children, teens and young adults, promoting healthy living and fostering social responsibility.
Ever wondered how to make your love for the arts change the world?
It’s no secret that growing your wealth while supporting the arts is challenging. Many entrepreneurs and philanthropists in the arts struggle to use their financial success for sustainable community impact.
What I do is simple: I provide strategic financial planning and philanthropic guidance tailored to harmonize your wealth with your passion for the arts. I help you manage your wealth so that it enriches your personal values and cultural interests.
I’ve successfully guided numerous clients in turning their financial portfolios into engines of cultural patronage and community development. This not only boosts their personal fulfillment but amplifies their societal contributions.
I’m Adam Malcolm, an actor and singer turned financial planner, uniquely specializing in helping philanthropic-minded business leaders and newcomers to philanthropy in the arts. I work with purpose-driven individuals to ensure their financial strategies align with their personal goals and make a lasting impact on the community.
As a member of the Canadian Association of Gift Planners (CAGP), and a holder of the Master Financial Advisor – Philanthropy (MFA-P) designation, charitable giving is a core part of who I am. I am active in the Toronto arts scene and a key member on the board of directors for several charities, I make giving back to the community – through dollars or through time – a part of our plan.
Ready to grow more than just your wealth? Let’s transform you into a force for positive change.
Get in touch via LinkedIn or email at Adam.Malcolm@ig.ca to start turning your passion into action.