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Trusts can be flexible vehicles to ensure your fortune is passed on to the people and causes that are important to you. For Canadians seeking to ensure that their finances are well managed as they pass their fortunes on, it’s often a matter of trust.

These days, an independent investor can manage his or her portfolio with a few clicks and be the master of his or her own financial destiny. Far from being marginal, nearly a quarter of Quebec investors now do independent investing

Investments are often compared to purchasing a car: each model is good for certain people for different reasons. Also, in the world of investments, two vehicles in particular are currently attractive to investors: mutual funds and exchange traded funds (ETFs). In order to make an informed decision, here are the main differences between these two investment solutions.

Charitable giving for high-net-worth individuals can be complex, but prudent strategies will ensure your gifts are enduring and tax-efficient. Everyone knows you can’t take it with you, but for high-net-worth (HNW) individuals and families, it takes a considerable amount of thought and planning to give it away.

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