May 20, 2012

  • Legacy Private Trust

    As a trust company, Legacy Private Trust specializes in managing and administering Trusts, Estates, Agencies, Guardianships, Foundations and also provides Tax & Accounting Services. Since we are a trust company, you can appoint us in a variety of capacities such as Trustee, Estate Trustee, Agent, Guardian or Custodian. Our goal is to turn your dreams and aspirations into a lasting legacy.

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  • The Legacy Private Trust Difference

    Our model is simple:
    • Keep Your Trusted Advisors
    • Continuity in administration
    • Dedication to Fiduciary Services
    • Flexibility: No Rigid Formulas
    • Truly Personal Touch
    • Confidentiality
    • No Asset Minimums

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  • Benefits of Appointing a Trust Company

    • Comfort, convenience and peace of mind
    • An experienced and dedicated team in your corner
    • Removal of a heavy burden during an emotional time
    • Maintenance of family harmony and prevention of family conflict with an objective party
    • Support for the beneficiaries of your choice
    • Continuity in the settlement of your affairs and the management of your legacy

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  • Who Needs Legacy Private Trust?

    In today’s busy world you may need to pass administrative responsibilities to professionals you can trust. You will benefit from working with our trust company if:
    • You have complex business and personal finances or complex family circumstances
    • You have situations where long distances are involved
    • You lack free time
    • You want to avoid potential conflict
    • You travel frequently
    • You lack expertise and want the job done by a team of professionals

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  • The Legacy Private Trust Service Standard

    At Legacy Private Trust client satisfaction is our top priority. Each client is assigned a personal relationship manager who is surrounded by a team of dedicated team members who have only one objective: providing excellent service to you and your beneficiaries in a professional and friendly way.

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  • The Legacy Private Trust Pledge

    At Legacy Private Trust we pledge to provide you with highly personalized fiduciary services in a strictly ethical environment. We pledge to provide a team approach to your legacy that fully recognizes your goals and aspirations in order to achieve superior results. We pledge to provide you with the ultimate in peace of mind.

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Welcome to Legacy Private Trust

At Legacy Private Trust we specialize in managing and administering Trusts, Estates, Agencies, Guardianships, Foundations and  also provide Tax & Accounting Services. Our goal is to turn your dreams and aspirations into a lasting legacy. Since we are a trust company, you can appoint us in a variety of capacities such as Trustee, Estate Trustee, Agent, Guardian or Custodian. Legacy Private Trust is fundamentally different from any trust company or law firm in Canada. Here’s why:

  • You can keep your existing team of trusted advisors that you have built over the years
  • There is continuity in the administration of your account
  • We are focused solely on providing fiduciary services
  • We are flexible and do not require you to fit into rigid account agreements or fee formulas
  • We provide a truly personal touch for our clients
  • Confidentiality is a top priority
  • There are no minimum requirements to do business with us

This website is filled with information on who we are, what we do, how we do it differently from others and how we can help you achieve your goals. Our services are somewhat complex. However, this website is designed to be a learning resource for you to get a better understanding of what your options are for leaving a lasting legacy. If you have any questions, please feel free to contact us.