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Planning your estate

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Estate planning

2 options to fit your needs

Gives you the support of a team of experts

  • Telephone assistance
  • Support of a financial security advisor
  • References and documentation

Learn more - Planning your estate

What is the best way to leave your assets to your heirs?

When you use Desjardins Private Management estate planning services:

  • you benefit from a comprehensive assessment of your financial circumstances and estate
  • we will examine with you the various possibilities that you might consider for you and your loved ones, in particular if you want to protect them or lighten their tax burden

Whether your estate is simple or complex.

Learn more - Private management

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