It doesn’t matter if your financial life is simple or complicated; you have plans and dreams you want to achieve. A Desjardins Financial Security Independent Network (DFSIN) advisor provides clear and informed advice for your future while looking out for your best interests.
There’s more than just investments and insurance. There are your plans. Your dreams. Your life. We can help you channel every aspect of your financial life into a comprehensive wealth management strategy.
When you pass away, you are deemed to have disposed of all your assets at the fair market value. If you have a spouse, these assets can usually be transferred to him or her with no tax implications, meaning that any taxes will be deferred until your spouse’s death.