About Us

About Us

 
A division of Heritage Trust, The Canadian Estate Club offers clear and actionable estate education to help Canadians to protect their families, their assets and their legacies.
 

About Heritage Trust Company Inc.

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 independent trust companies in BC with over $100 million of assets under administration.
Heritage Trust focuses on estates and trusts involving complex and sensitive issues. Administering an estate or acting as power of attorney can be time-consuming and difficult, especially when one is dealing with the illness or loss of a loved one.
Heritage Trust has particular expertise with running operating businesses, high conflict families and beneficiaries facing mental health and substance abuse challenges. Heritage Trust helps beneficiaries and stakeholders effectively navigate through a challenging environment and time.
 
notion image

Talk to us!

You can schedule a convenient time to speak with a Heritage Trust representative.

notion image

President of the Heritage Trust

 
notion image

CFO, CCO and Senior Trust Officer

 
notion image

Vice President and Senior Trust Officer

 
 
 
 
                         © Heritage  Trust Company Inc. 2024
                                  Terms of Use - Privacy Policy
  © Heritage Trust Company Inc. 2024 Terms of Use - Privacy Policy