We're currently working on a learning path for families and beneficiaries located in Canada and will be launching soon.

Key Topics

  • Stewardship
  • Beneficiary Fundamentals
  • Trustee Basics
  • Introduction to Estate Planning
  • Trust Fundamentals
  • Foundations of Tax
  • Personal Finance Fundamentals
  • Trust Admin & Working with Advisors
  • Fundamentals of Trust Investments.