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Estate Planning

Estate Planning 2019-05-30T16:18:18+00:00

Safeguarding Your Wealth

Our goal is to work with you to deliver a custom-tailored strategy that delivers the most cost efficient and tax effective plan for you and your family
Contrary to popular belief, effective estate planning goes far beyond simply “planning for death”
Our discovery process involves :
  • Identifying Objectives
  • Analysis
  • Identifying effective strategies and making recommendations
  • Implementation
  • Review and regular follow up

This is where one must have direction and prepare for the potential tax liability the government will impose.  One must have an Estate Plan.

An effective Estate Plan Strategy will enable you to:

  • Transfer Assets to your Heirs
  • Efficiently manage you wishes in your Estate
  • Providing guidance for minor children
  • Minimize the income taxes payable and effectively fund the liability

We can provide effective and seamless strategies.

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Legal Privacy Copyright and Trademark Information

*Mutual funds are distributed through Desjardins Financial Security Investments Inc.

Desjardins Financial Security Investments Inc. (DFS Investments) is a corporate body separate and apart from Desjardins Insurance1.

DFS Investments is a mutual fund dealer registered in every Canadian province and territory and an exempt market dealer registered in Quebec. It is also registered in every Canadian province and territory for the distribution of insurance products. DFS Investments’ advisors may be qualified to provide advice on mutual funds, exempt market products and other investments products, among other things.

In Québec, DFS Investments is also registered as a restricted dealer, a group insurance of persons and a financial planning firm.

Unless otherwise indicated, investments in products distributed by DFS Investments are not insured, in whole or in part, by the Canada Deposit Insurance Corporation or by another public deposit insurance fund, as the case may be, nor are they guaranteed, in whole or in part, by Desjardins Insurance1, and their value is subject to market fluctuations.

Life and health insurance products are provided by Altaf Nathoo and Mohamed Kababji through Legacy Private Wealth and Estate. Life and health insurance products and services are not available through Desjardins Financial Security Investments Inc. (DFS Investments) nor are the insurance plans or services available and/or offered supervised or reviewed by DFS Investments. DFS Investments is the mutual fund dealer through which mutual fund products and services are provided.

This site is not the property of Desjardins Insurance1 and Desjardins Financial Security Investments Inc. (DFS Investments). DFS Investments has control over the content of this site by their review of the information provided in accordance with its policies and procedures. DFS Investments is not responsible for the content in this website that is unrelated to the business of DFS Investments nor is it responsible for the monitoring or supervision of these other business activities.

For security reasons, please contact us by phone when sharing any personal or confidential information. Emails are not considered a secure means of transmitting information.

1 Desjardins Insurance refers to Desjardins Financial Security Life Assurance Company, a provider of life and health insurance and retirement savings products.