With a team whose experience in the trust industry goes back to the 1960s, Legacy Private Trust specializes in the management and administration of trusts, estates, powers of attorney for property, guardianships and foundations for high net worth Canadian families and institutional clients.
We treat our clients as if they were our own family.
Our Clients – the Legacy Family – get the benefit of the best service ratio in the industry – which means our team of experienced professionals can focus on fewer clients. This allows us to go the extra distance for each of them. We interview long term care homes with our clients’ loved-ones, sort through papers and photographs when cleaning out an estate home and visit regularly with trust beneficiaries. We have the people, resources and aspiration to go beyond what is typically expected.
Our service offerings are always customized to our clients’ specific needs, not based on a one-size-fits-all template. We do not have built-in rigidity in our business practices or procedures. We respond rapidly and adapt to each situation as required. We also easily accommodate clients who want to utilize outside professionals in conjunction with our services.
We are federally regulated by the Office of the Superintendent of Financial Institutions, have a dedicated team of practitioners, and operate with a strong family component. The people you meet and work with today will be the same people you will work with throughout, as well as the ones your family and beneficiaries will deal with in the future.
“No two people have the same aspirations, the same dreams or the same legacy. Our aim is to recognize that each time we serve you.”
– James B. Love, Founder
An Attorney for Property looks after financial decisions for someone deemed unable to do so. These decisions can include bill payments, making living arrangements, coordination of homecare services, hiring of healthcare professionals, financial oversight, filing of taxes, making purchases on your behalf and any other financial responsibilities of the person.
For those with an immediate need for trust and estate administration, Legacy Private Trust is pleased to offer our boutique Trust Services. We can be appointed as a trustee in a trust agreement, hired to act as an agent to an individual acting in a fiduciary role or become involved through a court appointment process.
Legacy Private Trust provides professional Agency services designed to support individuals, families, and organizations in managing financial and administrative responsibilities with care and confidence. Whether acting as an Agent or supporting those appointed to this role, we help ensure assets are administered responsibly, decisions are carried out as intended, and long-term interests are protected.
We are proud to be an important provider in the bereavement profession in Canada. Our family business has mastered a winning strategy for funeral homes and cemeteries with our safe, consistent and reliable approach to trust oversight. Be one of the growing number of funeral and cemetery operators hiring us to help make your preneed programs and cemetery trusts healthy and sustainable.
We are proud to be an important provider in the bereavement profession in Canada. Our family business has mastered a winning strategy for funeral homes and cemeteries with our safe, consistent and reliable approach to trust oversight. Be one of the growing number of funeral and cemetery operators hiring us to help make your preneed programs and cemetery trusts healthy and sustainable.
