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Fundamentals of Trusts – Webinar Replay

  • July 22, 2026

In this session, our team walked through the fundamentals of trusts—what they are, how they work, and why they can be an effective component of a well‑structured estate plan. We explained the core elements of a trust, outlined the different types commonly used in Canada, and broke down how they can be set up to help manage assets, support beneficiaries, and provide greater control over how wealth is preserved and distributed.

We were also joined by Riaan Botha, Senior Trust Advisor with Solus Trusts, who shared his expertise on the practical ins and outs of establishing and administering trusts in Canada.

Here is the link to the replay of the webinar which was originally held on February 4th, 2026 via Zoom.

Replay: 

https://raymondjames.box.com/s/p7rrh20f5phj0ixjrqfea81m7uy0o170

Feel free to reach out with any questions or comments!

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