Estate Planning

Preparing an estate plan is no small task and can actually be quite complex. You can do it without difficulty, though, and we're there to prove it to you.

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At Desjardins Securities, we realize that what is most important to you is not something you can put a dollar value on. Whether they’re named Leo, Mila, Matthew or Helen, the real treasures in your life have no price. And to secure their future, you can always count on the help of our estate planning specialists, who can advise you on how to keep them free from want.

After determining your financial situation and your primary concerns, they will use their skill and experience to ensure that each of your wishes is respected, an exercise that will sometimes call for better insurance coverage1, or improved financial, accountingFootnote 1, legalFootnote 1 and administrative planning.

To learn more about our estate planning services, contact one of our wealth managers.

  1. With the collaboration of your wealth manager, some services are offered through Desjardins Securities Financial Services, Desjardins Financial Security, Desjardins Caisses network, or external professionals. Return to footnote 1 referrer
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