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.
Company Details
- Employees
- 9
- Founded
- -
- Address
- 545 Clyde Avenue, Suite 220,canada
- Phone
- +1-505-256-7700
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://heritagetrustcompany.ca/
- Keywords
- fiduciary services, executor services, escrow agent, mutual fund trustee, professional executor, professional power of attorney, trustee, agent for executor, professional committee.
- HQ
- West Vancouver, British Columbia
Heritage Trust Questions
Heritage Trust's helpline number is +1-505-256-7700
Heritage Trust's website is https://heritagetrustcompany.ca/
Heritage Trust's LinkedIn profile is https://ca.linkedin.com/company/heritagetrustco
Heritage Trust has
9 employees.
View email and phone details for 9
employees at Heritage Trust.
Heritage Trust's industry is
Financial Services
Heritage Trust's categories are Financial Services
Heritage Trust's founding year is 2017
