Indigenous Communities
Indigenous Trust Services
Many Indigenous communities in Canada, after hard work and struggle, are facing new challenges associated with sudden wealth as a result of settlements, economic development and partnership with industry. It has become increasingly important for communities to reflect on how they can protect and grow this wealth – not only for today – but for the benefit of many future generations to come.

Utilizing a trust can help ensure that this wealth is used to create long-term self-sufficiency. Community members and corporate trustees working together can ensure that the governance of these trusts benefit from both community experience and professional expertise.

Our goal at Legacy Private Trust is to work with Indigenous communities in overseeing their trusts, either as a corporate trustee alongside community trustees, as an agent to assist community trustees or as a corporate trustee on our own. Our Indigenous Trust Services offering is a coming together of our team members’ experience working with Indigenous communities and our trust expertise.
How We Help
Protect Intergenerational Wealth
Protect Intergenerational Wealth
  • Protect your well-deserved community wealth for many generations to come.
  • Leverage your trust funds to generate long-term community wealth and self-sufficiency.
  • Ensure strong governance with the help of an independent corporate trustee.
Superior service
Service
  • Superior service thanks to Legacy’s untouchable service model made possible by our unique staff to customer ratio. Legacy’s total number of client relationships is intentionally in the few hundreds, meaning you will always be an important and valued client to us.
Service continuity
Continuity
  • Service continuity is achieved through family ownership and operation of Legacy Private Trust.
Experience
Experience
  • Work with a trust company whose roots in the trust industry date back to the 1960s.
  • Work with a team whose members have worked with Indigenous communities across Canada for decades.
Collaboration
Collaboration
  • We work with other professionals, including the top trust lawyers, trust consultants, investment counsel, and external investment managers.
Capacity Building
Capacity Building
  • We provide financial, trust and investment orientation and ongoing education for community trustees, leadership and membership .
Reporting
Reporting
  • We attend Annual Community meetings and produce Simple Annual Reports.
Transparency and Accountability
Transparency and Accountability
  • Our fully transparent fees are competitive with industry standards.
  • Clear, direct accountability and a legal duty of good faith is ensured through a professional and regulated trustee relationship.
  • Corporate trustee’s fiduciary duty guarantees that decisions are made in the best long-term interest of the community member beneficiaries.
Legacy Private Trust is a family owned and operated trust company whose roots in the trust industry and working with Indigenous communities date back decades. As a trust company, we are federally regulated by the Office of the Superintendent of Financial Institutions. Our Indigenous Trust Services represent a natural coming together of our decades of experience working with trusts and working with Indigenous communities to ensure long-term self-sufficiency. Our approach is focused primarily on highly personalized service. Our model has proven to be one which molds to our client’s specific needs – not the other way around.
Next Steps
For more information on Indigenous Trusts or about Legacy Private Trust, please contact us. We would be pleased to schedule a phone call or meeting with you to discuss your community’s situation and work with you to see if we can help.
Get in Touch
416-868-0001
info@legacyprivatetrust.com
Downloadable Brochures
Indigenous Trust Services
Indigenous Trust Services
“At Legacy we have always been advocates of Responsible Inheritance.”
– Andrea Love