Plan for your loved ones

  • Review your will and estate plan to ensure they remain compatible with your changing plans.
  • Make sure your assets are transferred smoothly and in accordance with your wishes, in a structured, timely manner, while minimizing your tax burden.

Preparing an estate plan will prevent family, taxation and legal problems for your heirs. If you have a valid, up-to-date estate plan and will, you can be confident that your wishes will be respected.

We recommend that you meet with a professional to complete the necessary documents.
Financial planning services are offered by National Bank Securities Inc., a wholly-owned subsidiary of National Bank of Canada. National Bank Securities Inc. is registered as a financial services firm in Quebec.