Build, Protect and Pass on Your Legacy
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.
Get In Touch
Meet the team
Founding principles
Superior Service
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.
Real Flexibility
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.
True Continuity
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
Services
We specialize in the management and administration of trusts, estates, powers of attorney for property, guardianships and foundations, as well as providing Tax & Accounting services. For more information, please choose a service below.
Power of Attorney
Executor Services
Trusts
Cemeteries & Funeral Homes
Charitable Giving & Foundations
Tax & Accounting
In the news
3 Estate Planning Tips For New Parents
June 2017
Make Estate Planning A 2017 Priority
January 2017
Financial planning for children with disabilities is an underused support
May 2016
How Much Should You Give For A Living Inheritance?
April 2016
A Survivor’s Guide To The Sandwich Generation
February 2016
Why Dying In Canada Is Different Today
December 2015
How Trust Companies Can Regain Canadians’ Trust
October 2015
Downloadable Brochures
Personal Estate Plan Services
Cemetery Trusts
Preneed Trusts
Charitable Foundations and Non-Profit Services
Executor Support Services
"We treat our clients as if they were our own family."
–Ross V. Whalen, Founder