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Our Offer
Financial and tax planning services
 

Specialists at your service

You want to make informed decisions so you can reach your objectives more easily, but that's not so simple as your financial and tax situation becomes more complex.

Our team of financial planners and tax specialists can help you make strategic decisions that take your situation, your priorities and your needs into account.

Personalized guidance

Financial and tax planning services give you personalized guidance within a rigorous process tailored to the mandate you entrust to us, such as:

- getting the most out of your tax situation;
- preparing your retirement;
- organizing your estate;
- planning for the future of your business.

Recommendations that evolve as you change

We base our recommendations on detailed forecasts and scenarios. That allows you to validate your current choices and identify others that fit your needs.

And the recommendations we make include financial, tax, legal and protective components that can evolve over your lifetime and adjust to reflect economic conditions, too.

Our recommendations:

- are based on detailed forecasts and scenarios;
- include financial, tax, legal and protective components;
- can evolve over your lifetime and adjust to reflect economic conditions, too.

That allows you to validate your current choices and identify others that fit your needs. We can guide you in putting them to work for you and, if you wish, coordinate with the professional consultants of your choice.

 

  • Tax planning

    Get the most of your tax situation

    You need to be able to measure how appropriate your tax choices are. And you need to know how to comply with the laws and regulations, but still generate significant savings that can grow your personal or business wealth.

    Tax planning allows you to better assess the tax impacts of your financial decisions—and take corrective action to mitigate potential risk.

    Tax planning allows you:

    - to better assess the tax impacts of your financial decisions;
    - to take corrective action to mitigate potential risk.

    A comprehensive approach tailored to your situation

    Our comprehensive approach covers every aspect of your financial life to make sure that your tax decisions are precisely adapted to your situation and objectives.

    We can guide you in putting tax planning to work for you and, if you wish, coordinate with the professional consultants of your choice.

 

  • Retirement planning

    Prepare your retirement

    You need to know what decisions you should make today so you can live the retirement you want when the time comes.

    Retirement planning:

    - helps you define your objectives;
    - offers you different scenarios based on long-term financial projections;
    - provides you an action plan to guide the decisions you make today to prepare your retirement is personalized and practical.

    Personalized guidance

    Our personalized guidance services:

    - factor in your own situation, your professional situation and your family's situation;
    - provide recommendations and specific advice to help you identify sources of income you can count on for your retirement.

    If you wish, we can guide you in putting your retirement planning recommendations to work for you and, if need be, coordinate with the professional consultants of your choice.

 

  • Estate planning

    Organize your estate

    You want to know the best way to pass your wealth on to your heirs. And you want an overview of your estate. It may be complex. Especially if you're trying to protect your loved ones or reduce their tax burden.

    When you use our estate planning services, you get:

    - an exhaustive analysis of your situation and your wealth;
    - an evaluation of the different options you could set up for you and your family.

    Support from a team of experts

    Based on the recommendations of the multidisciplinary team at Desjardins Trust, you'll have a concrete action plan that you can refer to for writing your will and defining the terms and conditions for settling your estate—according to your wishes.

    If you wish, you can call on the expertise of Desjardins Trust to help settle your estate or to act as trustee of a testamentary trust.

 

  • Corporate planning

    Protect the future of your business

    Making preparations for someone to replace you at the helm of your business is important. You need to know how the transfer or sale of the assets you own will be carried out.

    These matters require thought and the multidisciplinary team at Desjardins Trust examines them with you during a rigorous corporate planning process that takes into account your business, family and personal stakes.

    Strategic measures

    You'll have an action plan and recommendations that will make it easier to implement strategic measures to plan for the future of your business—in its context, and according to your objectives.

    You'll have an action plan and recommendations that will:

    - make it easier to implement strategic measures;
    - plan for the future of your business—in its context, and according to your objectives.

    If you wish, Desjardins Trust can guide you in putting your business planning recommendations to work for you and, if need be, coordinate with the professional consultants of your choice.

 

 
   
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