Quelles sont les caractéristiques des investissements thématiques ?
[vc_row css=”%7B%22default%22%3A%7B%22margin-top%22%3A%220%22%2C%22padding-top%22%3A%220%22%7D%7D”][vc_column][vc_column_text]Les caractéristiques de l’investissement thématique permettent à cette méthodologie de placements de compléter la structure traditionnelle des portefeuilles et de donner un avantage aux investisseurs. Bien que la nature exacte d’un investissement thématique diffère selon le thème en question, quatre caractéristiques générales peuvent y être associées dans son ensemble. Tendances à long terme La […]
Types of trusts – which one is best for you?
Once you have decided to establish a family trust, the next question to consider is what type of trust you want. There are three types of trust, each serving a slightly different purpose. Which one you choose will depend on what you plan to do with your trust. Your wealth advisor will be able to […]
How tax works with family trusts
An important thing to consider in your wealth planning process is how the taxes work with family trusts. A family trust is viewed as a taxpayer for federal income tax purposes and pays the top marginal tax rates. As such, it will enable you to avoid tax so much as to reduce your tax liability. […]
How long does it take to set up a family trust?
A family trust is an essential tool for high-net-worth families, but it takes a little time and paperwork to get them up and running. The exact time taken to set up a trust differs depending on the specifics of the agreement and the pace at which the settlor and their advisors move. It can take […]
How to set up your family trust in Canada
It is straightforward to set up a family trust in Canada. It requires a simple three-step process. Provided that you have all the necessary documentation and are working with an expert wealth advisor or tax lawyer, it can be done quickly and with minimal fuss. First, let’s take a look at the family trust setup process. Step 1: Draft a trust document The first […]
How are Canadian family trusts different?
Family trusts have the same benefits in Canada as elsewhere. However, some of the legal frameworks applicable in Canada mean that trusts, which are commonly used by the wealthy in all countries, can be used to great advantage even by middle-class families. Read on to learn about the two main, unique benefits that Canadians can […]
The advantages of having a family trust
A family trust is an extremely effective tool for the management and transfer of family assets. There are four primary advantages of family trusts – and these are enough to prove how important it is for a high-net-worth family to consider establishing one. Reduce the tax payable on death An individual who holds a large […]
What exactly does a family trust do?
If you have ever considered – or been advised to consider – setting up a family trust, you may wonder what exactly the point would be. What can a trust do for you? Family trusts have several benefits for you as the grantor and for your beneficiaries. Here are the three most important benefits of family trusts, which make […]
The basics – what is a family trust?
You have probably heard the term ‘family trust’ many times, perhaps without knowing exactly what it is. A family trust is a legal entity created to hold assets and enter into agreements and contracts with third parties. From a legal standpoint, once assets are transferred into a family trust, they are no longer the property […]
How has COVID-19 affected thematic investing?
[vc_row css=”%7B%22default%22%3A%7B%22margin-top%22%3A%220%22%2C%22padding-top%22%3A%220%22%7D%7D”][vc_column][vc_column_text]Covid-19 has affected every area of the international economy. As the consequences of the pandemic continue to be felt in every sector of the global environment, one may well ask – what is COVID-19’s effect on thematic investing? In addition to disrupting themes that investors had been tracking for a long time before the […]
