THE LASTING LEGACY INTEGRATED SOLUTION

Grow your assets and leave a more substantial inheritance to your loved ones by combining your investment strategy with life insurance.

Our comprehensive financial strategy is designed to:

  • Maximize returns on your non-registered investments
  • Help you pay less tax now
  • Minimize the tax on your estate
  • Protect your assets and help them grow

To increase the value of your inheritance

You've planned out an effective investment strategy to leave your loved ones an inheritance, but did you know that by including insurance in your strategy you could leave them even more?

With the Lasting Legacy Integrated Solution, you can protect your assets and, when you pass on, leave an even bigger tax-free inheritance to your loved ones.

Personalized advice

This strategy gives you the combined benefit of a Wealth Management advisor working side-by-side with a financial security advisor from Desjardins Financial Security*. Together, they'll find the integrated solution that works best for you so you can achieve your financial goals.

Make an appointment with your Desjardins advisor

Make an appointment with a Desjardins Advisor.

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* Employee of Desjardins Financial Security, Financial Services Firm.