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Estate planning

To ensure that your wishes are respected, you must have a succession plan and a will that is compliant and up-to-date.  This will help your beneficiaries avoid many problems.


To that end, you must:


  • Define the objectives of your succession plan;
  • Determine your wishes (beneficiary designations, asset distribution, nomination of guardians for minor children, etc.);
  • Establish the financial needs of your heirs, such as your children’s education, mortgage payments, etc.;
  • Evaluate your protection and your wellness in the event of incapacity;
  • Minimize the tax burden and maximize the cash flow available for your loved ones.


Our Financial Planner, dedicated exclusively to our clients and a member of the Institut Québécois de la Planification Financière (IQPF), can help guide you in concert with your trusted business relations (or introduce you to some if necessary) in developing a sound succession strategy optimized for your situation.

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Contact us

Contact us to schedule a meeting with Roger Damiens, our financial planner.