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