A smooth transfer to secure their future
Reduced tax impact
Minimize the taxes payable on your estate so that your beneficiaries can get the full benefit from their inheritance.
Life and health insurance
Purchase a product that will secure your loved ones’ future in the event of your death, based on your needs and budget.
Creating a trust
Set up a trust to manage your funds upon your death for the beneficiaries you designate.
Team of professionals
We can direct you to our partner notaries, lawyers, accountants or tax specialists to handle specific aspects of your estate planning.
Business transfer
Plan how you’d like your business to change hands to save your heirs the trouble of dealing with this task.
Regular reviews
Have your estate planning re-evaluated regularly to adjust it to the growth of your wealth or other changes in your life.
