Face the Future with Peace of Mind You can breathe easy thanks to financial planning! You will have a clear portrait of your situation and be able to act with confidence.
Some decisions are difficult to make, more particularly when they are likely to have repercussions on yourself and your loved ones. At what age, for example, should you retire? How can you ensure the survival and harmonious transfer of your company? What should you do with your second home? Keep it, transfer ownership to your children, or sell it? What are the fiscal impacts of these decisions? In the Desjardins Private Management framework, the financial planner helps you take enlightened decisions in a complex legal environment. He will provide you with precise answers with regard to strategies you can use to give concrete expression to your ambitions and avoid any pitfalls. The planner’s written report will include realistic recommendations supported by figures. Desjardins Private Management financial planning takes an integrated approach to all areas of planning. Depending on the mandate you’ve given the Desjardins Private Manager, you can pay greater attention to the following:
