Co-founded by Nicole Garton, B.A., LL.B., LL.M., C.Med., FEA, TEP and Brian Dougherty, B.Comm., CPA, CA, Heritage Trust is incorporated under the Financial Institutions Act (BC) and is regulated by the BC Financial Services Authority (BCFSA), a government agency of the Province of British Columbia.

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 has particular expertise with high conflict families and those with beneficiaries facing mental health and substance abuse challenges.  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.