What your advisor can do for you
Your Desjardins 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. They can help you:
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.)
Maximize the value of your estate
Protect the value of your assets
1 Use tax strategies (life insurance, testamentary trust, planned giving, etc.)
1 Develop investment strategies tailored to your needs
Consolidate your assets
Get an overview of your financial situation so they can recommend investment solutions to help you meet your financial goals
Make it easier to manage your money (paperwork, contact people, etc.)
Simplify the estate transfer process for your loved ones with a single financial institution
Take an inventory of your assets
Estate planning tips
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The tax burden associated with leaving your cottage to your heirs is a complicated topic, and it's easy to get lost in the details. Test yourself! True or false?
You've worked hard to build up your assets and you want to be able to pass on that wealth to your loved ones. Choose the right strategy today.
Discover why it pays to create an estate plan sooner rather than later. It makes things easier for you and will make things easier for your loved ones later on.
When you have an estate plan, you can rest easy knowing that your last wishes will be carried out and your loved ones' inheritance will be protected.
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
A notary for the legal side of things
Your Desjardins 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.
1. Services may be provided by other Desjardins components of external partners, as needed.