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Contact The Author, Jeffrey D. Mackie

1 (403) 260 8474

Jeffrey.Mackie@RichardsonGMP.com

Guidebook
 
 
To Setting
 
 
Up
 
 
A Family
 
 
Trust Fund
 
Tax Planning And Beyond.
 
What Is A Family Trust Fund?
  • A structure similar to an investment holding company
  • Allows the distribution of income to beneficiaries
  • Potential income splitting and tax savings
  • Provides ongoing control of an investment portfolio or asset
  • Allows the distribution of income to beneficiaries to pay for private school fees and extracurricular activities
 
 
Tax Efficiency
Income Splitting With Beneficiaries
 
Offset Costs
For Private School And Exctracurricular Activites  
 
Protection
Protection And Control Of An Asset Or Investments
 

Copyright © Jeffrey Mackie. All rights reserved 

The opinions on this page are those of the author – always seek independent and professional legal, tax and investment advice before making any financial decisions

About The Author

Jeffrey D. Mackie

FINANCIAL ADVISOR
 
In the ‘Guidebook To Setting Up A Family Trust for Canadians’, author Jeffrey Mackie shares his professional and personal experience of setting up and managing his own family trust.  Jeffrey graduated with Honours in Mechanical Engineering from Queen’s University and then went on to complete a Masters Degree in Engineering from the University of Toronto.  Jeffrey moved into the financial industry in 2007 and applies his analytical mind to help his clients succeed.  Jeffrey now strives to gain a thorough understanding of his client’s aspirations and enjoys helping them develop comprehensive and innovative strategies that allow them to feel confident and inspired about their financial future. 
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Find Out If A Trust Fund Makes Sense For My Family

 

Many wealthy families use a family trust fund to help offset the cost of children’s activities and private school or university tuition fees.  A family trust can be an integral part of a family’s financial and tax plan and can supplement existing programs like RESPs and TFSAs

 

Benefits Of A Family Trust

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