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
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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
The information provided here is for demonstration purposes only, and is not a substitute for a professional advice.
Before making investment decisions, you are advice to speak with your caisse advisor ou your account manager at a Desjardins Business centre.
The information contained in this section should in no way be considered an advice or a recommendation by Desjardins Securities Inc.or Disnat.