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Heritage Trust

Financial Services · Canada

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About Heritage Trust

At Heritage Trust, we help clients protect their families, their assets and their legacies.

Industry
Financial Services
Company size
2-10 employees
Headquarters
West Vancouver, British Columbia
Founded
2017
Company type
Privately Held

Heritage Trust Company Inc. is a leading non-deposit taking financial institution, regulated by the BC Financial Services Authority (BCFSA), a government agency of the Province of British Columbia.

Heritage Trust offers caring and professional executor, trustee, power of attorney, committee, escrow and family office services to BC resident clients. Heritage Trust is one of the fastest growing and largest independent trust companies in BC.

Heritage Trust focuses on estates and trusts involving complex and sensitive issues. Administering an estate or acting in a fiduciary role can be time consuming and difficult, especially when one is dealing with the illness or loss of a loved one. Heritage Trust helps beneficiaries and stakeholders navigate through a challenging environment and time.

Heritage Trust also has extensive experience partnering with business families to achieve their long term strategic, wealth and family objectives. Finally, in full compliance with all regulatory and business requirements, Heritage Trust regularly acts in the role of escrow agent and mutual fund trustee.

Specialties

  • fiduciary services
  • executor services
  • escrow agent
  • mutual fund trustee
  • professional executor
  • professional power of attorney
  • trustee
  • agent for executor
  • and professional committee

Company locations

  • 545 Clyde Avenue, Suite 220, West Vancouver, British Columbia V7T 1C5, CA

Locations listed on the company profile. These may include offices outside Canada, and not every location is hiring.

On LinkedIn

Followers
607
People linked to this company
5

People who list this company on LinkedIn, not a verified employee count. Figures reflect the saved company profile.

Employer category

Other employer

Estimated from the company profile. This category has not been confirmed by the employer.