CapIntel and Desjardins Financial Security Investments Join Forces to Elevate Investment Advisory Services Across Canada
CapIntel, a leading financial technology company, proudly announces its strategic partnership with Desjardins Financial Security Investments (DFSI), a renowned mutual fund dealer to enhance client experience and simplify CFR compliance.
- CapIntel, a leading financial technology company, proudly announces its strategic partnership with Desjardins Financial Security Investments (DFSI), a renowned mutual fund dealer to enhance client experience and simplify CFR compliance.
- This collaboration aims to empower nearly 1,400 independent advisors affiliated with the Desjardins Financial Security Independent Network, Desjardins Financial Security Investments and SFL Wealth Management distribution networks across Canada with the tools and resources necessary to deliver superior interactions to their clients.
- The primary objective for DFSI is to support advisors in their client conversations with materials that educate and build trust.
- CapIntel and Desjardins Financial Security Investments look forward to a successful partnership that will undoubtedly raise the bar for investment advisory services across Canada.