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SFL Wealth Management – Homepage
Partner of Desjardins
  • About
    • Our Network
  • Our Expertise
    • Our Approach
    • The Value of Advice
  • Your Goals
  • News and insights
  • Get in touch
    • Contact us
    • Financial Centers
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All articles (137) Tax Planning (8) Insurance (13) Estate (8) Economy (29) Business (8) Retirement (14) Investments (25) Finance (25) Videos (1)

Leaving the cottage to the kids: a gift that could be costly


A second home is often associated with priceless family memories. What could be more natural than wanting to leave it to the children when you pass away? Be careful, though: some planning is required... especially in the wake of the federal budget tabled in April 2024.

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Donations after death: an important tool for charitable organizations… and for you

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Transferring wealth to the next generation during your lifetime: good idea?

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Losing a loved one: more costly than expected

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Estate planning: it's never too soon

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SFL Wealth Management — Partner of Desjardins refers to Desjardins Financial Security, Life Assurance Company. Desjardins® and related trademarks are trademarks of the Fédération des caisses Desjardins du Québec used under licence.

SFL Wealth Management is a trade name used by Worldsource Wealth Management Inc., part of the Desjardins Group. SFL Wealth Management has mutual fund representatives who offer mutual fund products, and investment advisors who offer securities brokerage products. SFL Wealth Management is a member of and is governed by the Canadian Investor Protection Fund (CIPF) and the Canadian Investment Regulatory Organization (CIRO).

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