Heritage Trust 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.

Why Heritage Trust?

1. We ensure your wishes are carried out.

  • We work with you and your professional advisors to design the right solution, customized for you.
  • We plan for the worst and manage for the best.
  • You will have peace of mind to know that your wishes will be carried out, correctly and effectively.

2. We are good at what we do.

  • We have significant knowledge, technical expertise and years of direct experience in estates, fiduciary duties, tax and family enterprise.
  • We are established, skilled, experienced, highly respected professionals in our field.

3. We are noted experts in operating businesses, mental health and substance abuse challenges and high conflict families.

  • We have many years of experience working with individuals, families and businesses undergoing transitions or experiencing high conflict.
  • We are highly skilled at assisting beneficiaries with mental health and substance abuse challenges.
  • We are skilled at managing complexity and successfully moving people and organizations through conflict to resolution.