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.
Talk to Us
-
Nicole Garton
President of the Heritage Trust
-
Sarah McGrath
CFO, CCO and Senior Trust Officer
-
Greg Brennand
Vice President and Senior Trust Officer