Smarter exposure, safer outcomes: building resilient portfolios with Principal Protected Notes

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Smiling man in a dark suit and burgundy tie with a matching pocket square, standing with arms crossed against a dark background with a green geometric shape behind him. — Photo Credit: Desjardins

Explore how Principal Protected Notes (PPNs) can enhance portfolio diversification by combining market exposure with principal protection at maturity. This webinar, which aired live on Tuesday, December 2, 2025, at 1:00 PM ET offers key insights into the structure of PPNs, their performance drivers, and their strategic role in building resilient portfolios.

Presented by:
Thomas Jakovljevic, Regional Sales Director, Desjardins
Olivier Lemire, Senior Advisor, Financial Engineering, Desjardins

Need CE credits?

Please note that CE accreditation for this webinar is pending approval. CE accreditation is powered by CE Corner.

For those who missed the live webinar on Tuesday, December 2, 2025, at 1:00pm ET, the recording is available on CE Corner.

You will be required to complete a quiz to obtain a CE certificate from CIRO Cycle 10 & 11 (IIROC and MFDA), CSF, The Institute for Advanced Financial Education and the Institute of Financial Planning. CE accreditation is powered by CE Corner.

If you attended the live webinar on, you will receive an email notification from CE Corner when your CE certificate from CIRO Cycle 10 & 11 (IIROC and MFDA), CSF, The Institute for Advanced Financial Education and the Institute of Financial Planning, is ready.

If you do not yet have a profile on CE Corner you will need to create one in order to obtain your CE accreditation.

If you have any questions, please contact support@cecorner.ca.

About the presenters

Thomas Jakovljevic

Regional Sales Director,
Desjardins

Open section

Thomas Jakovljevic serves as the Regional Sales Director for Desjardins Investments in Southern Ontario and Atlantic Canada.

He provides comprehensive support to advisors across Southern Ontario and Atlantic Canada, specializing in investment consulting, portfolio analysis, and product expertise. Before joining Desjardins, Thomas gained valuable experience as a client services specialist and later as a member of the investment sales team with Mackenzie Investments.

He holds a Bachelor of Commerce from the University of Guelph. Thomas is committed to helping advisors plan for their clients’ financial futures by delivering tailored solutions and expert guidance through structured notes, mutual funds and ETFs.

Olivier Lemire

Senior Advisor, Financial Engineering,
Desjardins

Open section

Olivier Lemire is a Senior Advisor, Financial Engineering at Desjardins Investments, where he has been working for three years within the Structured Products Development and Management division.

He is responsible for managing the structured notes lineup, playing a key role in product development, pricing, hedging strategies, and issuance coordination.

A graduate of Université Laval, Olivier holds a Bachelor’s degree in Business Administration and a Master’s degree in Administrative Sciences, with a specialization in Finance.

He began his career in 2021 at iA Financial Group in the Back Office, where he handled the settlement of derivative products. That same year, he joined Desjardins as a Structured Products Analyst, developing expertise in structuring complex financial solutions. He has held the Chartered Financial Analyst (CFA) designation since December 2024.

Desjardins®, all trademarks containing the word Desjardins, as well as related logos are trademarks of the Fédération des caisses Desjardins du Québec, used under licence.

CE Credits

How does it work?

CE accreditation powered by

1Register for the webinar 2Attend the webinar 3Go to CE Corner 4Missed the webinar?

1Register for the webinar

Follow the “Register Now” link and fill out the required fields on the registration page. Once completed, you will receive a confirmation email. Be sure to reserve the date and time in your calendar. You will receive a reminder the day before and an hour before the live webinar. Before joining the webinar, check that your device meets the system requirements.

2Attend the webinar

From a desktop computer, click the “Join Webinar” link in the confirmation email and follow the steps to run the GoToWebinar application. From a mobile device, download the free GoToWebinar app. Once downloaded, either click the “Join Webinar” link in the confirmation email or open the app and enter the session ID. To qualify for CE credits, you must listen to the audio and watch the PowerPoint presentation from start to finish.

3Go to CE Corner

Approximately four weeks after watching the live webinar, you will receive an email notification from CE Corner stating that the webinar has been accredited and your certificate is ready. Sign up or log in to CE Corner to download your certificate. If you have questions, please contact support@cecorner.ca.

4Missed the webinar?

After the live webinar, a recording will be uploaded to CE Corner for on-demand viewing. Sign up or log in to CE Corner, watch the video and pass a quiz to be eligible to receive credits. Those who registered for the live webinar will receive an email notification when the recording is available.

About the presenters

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