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Where should I start if I want to transfer my assets?
Make an appointment with an expert at National Bank Trust. Our team can help you make decisions so you can rest easy.
To prepare for your meeting, take inventory of your assets. Print out our PDF document (Quebec version or outside Quebec), to start listing your assets (what you have) and your liabilities (what you owe).
Next, think about what you want. With who do you want to share your wealth? Who will take care of you and your assets in case of incapacity?
Learn more about our trust and estate services.
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What happens to my RRSP when I retire? Learn what happens to my RRSP funds upon retirement.
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