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Planning your estate

A wealth management advisor can help with your estate planning

They can help you:

  • Reduce the tax burden on your estate
  • Maximize the value of your estate
  • Consolidate your assets
Make an appointment

or call us at:

1-833-785-9850 This link will launch your default phone software.

What your advisor can do for you

Your wealth management advisor will guide you through the estate planning process to make sure your wishes are carried out and your loved ones are taken care of.

Reduce the tax burden on your estate
  • Prepare your estate balance sheet to figure out your net worth
  • Come up with a personalized financial plan to help you meet your goals (asset protection, estate planning, etc.)
  • Use tax strategies (life insurance, testamentary trust, planned giving, etc.)
Maximize the value of your estate
  • Maximize returns on your non-registered investments
  • Reduce your loved ones' tax bill (taxes payable at death)
  • Protect and increase the value of your assets
Consolidate your assets
  • Get an overview of your financial situation to make decision-making easier
  • Make it easier to manage your money (paperwork, contact people, etc.)
  • Simplify the estate transfer process for your loved ones with a single point of contact

Take an inventory of your assets

Estate planning tips

Estate Assistance can answer all your estate planning questions

Managing an estate can bring up a lot of questions. As a Desjardins member, you have access to Estate Assistance. It offers free access to legal information and first-level support for estate planning, settlement and management. Give us a call! 1-855-559-5501 This link will launch your default phone software.


A notary for the legal side of things

Your wealth management advisor can help you with the financial aspects of your estate planning. For the legal aspects, like your will, talk to a notary - External link. This link will open in a new window..


Meet with a wealth management advisor

Make an appointment

or call us at:

1-833-785-9850 This link will launch your default phone software.

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