Our wealth management services generally include a comprehensive report on your current and future requirements. We can address a wide range of issues:

• Short and long-term financial objectives
• Liquidity requirements and tax status
• Risk management
• Tax, estate and retirement planning
• Funding for education
• Charitable gifting
• Stock option strategies
• Business ownership concerns (purchase, sale and succession)
• Employment contracts

Offered through Desjardins Securities Financial Services