Heritage Trust
Company Management

Heritage Trust

Financial Services Ca 9 employees
Employees
9
Contacts
1
Emails
1

Heritage Trust Overview

Headquarters
Ca
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
9
Founded
2017
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Heritage Trust

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.

Heritage Trust Contact Details

People in AeroLeads
3
With contact data
1
Email contacts
1
33.3% coverage

Heritage Trust Org Chart

Sample employees and titles
Name Title Contact
Daniel Gumprich, Ca, Cbv, Cpa (Illinois) Entrepreneur - Diverse Senior Leader
Email
Nicole Garton President & General Counsel, Heritage
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Sarah Mcgrath, Cpa, Cga, Tep Heritage Trust Company
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Employees by Management Level

Executive 2 profiles
Senior / Lead 1 profile
Individual contributor 1 profile

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