The Greenwood Centre
3200 Deziel Dr. Suite 210
Windsor, ON, N8W 5K8
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:|
Mutual funds are offered through Manulife Securities Investment Services Inc. Insurance products and services are offered through Seguin Financial Group Ltd. Seguin Financial Group is a trade name used for both mutual fund & Insurance business activities. Banking products and services are offered through referral.