Desjardins Private Management estate planning services

Desjardins Private Management offers comprehensive estate planning services to people who, because of the complex nature of their estate, would like to have the estate planning process handled by a skilled team of experts.

Features

• Includes an overall assessment of your financial circumstances and goals.
• Provides you with a multidisciplinary team made up of legal officers, tax experts, accountants, investment managers and other professionals.
• Process overseen by a specialized financial planner who coordinates activities and ensures personal follow-up.
• Fees determined by agreement.

Advantages

• Ensures all aspects of estate planning are covered.
• Gives you the support of a team of experts.
• Makes the estate planning process easier.
• Helps you save time and reduce estate expenses.
• Competitive fees.

Eligibility

Financial assets must exceed $500,000 (excluding primary and secondary residences).

Estate planning services are offered by Desjardins Private Management as part of financial planning.

	At the caisse (Members and non-members)	Make an appointment with an advisor at a caisse.