Start planning your estate today
- Calculate exactly what you’ll leave behind
- Learn how to maximize the value of the assets you want to transfer
- Decide how you want your estate to be distributed
Your browser is configured to not accept cookies.
Some features of the site are not available or will not work correctly without cookies.
Also, some information presented might not apply to your situation.
See How to enable cookies.
Your browser is not supported by our website. Some features of the site are not available or will not work correctly.
See the procedure to update your browser.
Having a will is the best way to ensure your final wishes are respected. But it’s just as important to know the true value of everything you’re going to leave behind, taking into account the taxes your estate will owe.
Smart estate planning starts with an inventory of your assets (PDF, 1,21 Mo) - This link will open in a new window.. Then, with the help of your advisor, you can appraise the value of your estate and calculate the tax impact. Your advisor may suggest different strategies:
See how a wealth management advisor can help with all the financial aspects of your life. Find a Desjardins caisse
Turn to our expert advisors for stock market advice and personalized portfolio management.. Learn more about Desjardins Securities
Make your own trades using our sophisticated low-cost online trading platform. Learn more about Desjardins Online Brokerage
Backed by a team of specialists, a Signature Service account manager can assist you with more complex financial needs. Learn more about Desjardins Signature Service
Turn to experienced managers who can take care of everything for you