BMO Nesbitt Burns
65, rue Belvedere Nord
Suite 230
Sherbrooke, QC
J1H 4A7

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Estate planning

Estate planning is essential if you want more control over your assets during your lifetime. It can also help you maximize these assets by protecting them against legal costs and unnecessary taxes, leave a legacy to your family and for future generations, and ensure that your assets will be distributed according to your wishes. Together with a financial security advisor *, I can assess your current situation, identify your goals and concerns, identify possible problems or risks, examine and calculate the tax impact, develop and implement various strategies, coordinate your other advisors’ interventions, and help you update your plan as needed.