7150 Hawthorne Dr. Unit 104
Windsor, ON, N8T 3N3
Phone: (519) 974-6688
Toll Free: +1 866-973-4846
Fax: (519) 974-7192
A trust is a legal arrangement where an owner (Settlor) transfers property or assets to a trustee that may be an individual or a financial institution. The trustee manages the assets or property for the beneficiary who may receive income, assets or property from the trust. A trust that takes effect after your death is called a Testamentary Trust, while one set up while you are alive is called a living or Inter Vivos Trust. The primary purpose of a trust is to transfer ownership of assets to your beneficiaries while maintaining control over the assets.
Inter Vivos trusts can be used in estate planning in a variety of ways: | Testamentary trusts can be used to: |
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The contents of this website do not constitute an offer or solicitation for residents in the United States or in any other jurisdiction where either Seguin Financial Group and/ or Sterling Mutuals is not registered or permitted to conduct business. Mutual funds provided through Sterling Mutuals Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus carefully before investing. Mutual funds are not guaranteed, their values fluctuate frequently, and past performance may not be repeated.
Insurance products, and other related financial services are provided by Seguin Financial Group as independent insurance agents, and are not the business of, or monitored by Sterling Mutuals Inc.
For more information, click on the following: Legal Information, Privacy Policy and Client Complaint Procedures.
