Increase the estate you'll leave for your loved ones

Increase the estate you'll leave for your loved ones (1 min 30 s)

Added on April 10, 2015

Description

If maximizing your estate to leave behind a sizeable inheritance is important to you, take action and include it in your estate planning strategy. Learn how to get the most out of your strategy so you can benefit now, and your loved ones can benefit later.

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Increase the estate you'll leave for your loved ones (1 min 30 s)

Added on April 10, 2015

Hello! So you decided to invest some of your income, and now it's paying off and you're living the lifestyle you want.

Are you interested in giving your loved ones that same choice and making the most out of what you plan to leave them?

If maximizing your estate to leave behind a sizeable inheritance is important to you, it's something you should include in your overall estate planning strategy.

Take steps to protect your wealth and leave behind a tax-free inheritance that will make a real difference for the people close to you.

Your advisor will team up with a Desjardins Insurance financial security advisor and find the best strategy for you. They'll work together to increase the value of your estate in your lifetime so you can leave behind something sizeable for your loved ones.

Make sure you're getting the most out of your investment portfolio so you can benefit now, and your loved ones can benefit later.

The right tax strategy will help you maximize your wealth. Planning your estate early will give you the peace of mind you want so you can live every day to the fullest.

Desjardins can offer you an innovative financial strategy combining growth and security.

Give yourself the freedom to achieve your goals.

Maximize the return potential of your investment portfolio, reduce your tax burden and increase the estate you'll leave for the people close to you.

Talk to your advisor.

Email any questions you have to the address on the screen. I hope to hear from you soon!