Heritage Trust
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 and largest independent trust companies in BC. 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 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 and mutual fund trustee.
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Verified contacts
7
available on Kipplo
LinkedIn employees
6
1 to 10 range
Open roles
—
no listings
Distinct roles
6
indexed titles
Tech stack
1
tools in use
Monthly traffic
27
organic / mo
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- LB
Larell Baldwin
Executive Director · General Business & Management
EmailPhone - GB
Greg Brennand
Senior Trust Administrator · Finance & Accounting
EmailPhone - WC
William Chan
Trust Administrator · Operations
EmailPhone - DG
Daniel Gumprich
Board Member · General Business & Management
EmailPhone - NG
Nicole Garton
President · General Business & Management
EmailPhone - SM
Sarah McGrath
CFO, CCO, Senior Trust Officer · Other
EmailPhone
Showing 6 of 7 verified contacts
Top roles at Heritage Trust
6 distinct titles indexed · top 6 shown.
- 1board member
- 1cfo, cco, senior trust officer
- 1executive director
- 1president
- 1senior trust administrator
- 1trust administrator
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