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, such as interviewing long-term care homes with our clients’ loved ones, sorting through papers and photographs when cleaning out an estate home, and visiting 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 your experience, 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
A Power of Attorney for Property (POAP) is one of the most important documents in an estate plan, allowing someone you trust to manage your financial affairs if you become unable to do so yourself.
Our professional POAP services provide experienced, impartial support in managing assets, paying expenses, and helping safeguard your financial well-being. At Legacy Private Trust, we can act alone or alongside a family member to provide continuity and professional oversight.
As a federally regulated trust company, we bring accountability and fiduciary oversight to every decision, helping ensure your wishes are carried out with care, clarity, and professionalism.
Estate administration involves far more than distributing assets. It requires managing legal, financial, tax, and fiduciary responsibilities during a deeply emotional time for families.
With experience in all aspects of estate administration, Legacy Private Trust provides impartial guidance to help carry out a person’s legacy with care, accuracy, and accountability.
Our role as a federally regulated trust company provides continuity, expertise, and compassionate support throughout the estate administration process, helping protect our clients’ legacy.
Trusts can play an important role in protecting wealth, supporting beneficiaries, and creating continuity across generations.
Legacy Private Trust provides professional trustee services for both inter vivos trusts, created during a person’s lifetime, and testamentary trusts, established through a will. Our team helps administer a variety of trusts with fiduciary responsibility, independence, care, and long-term stewardship in mind.
With the stability and oversight of a federally regulated trust company, we bring expertise and objective administration to help ensure each trust is carried out according to its intended purpose.
Agency services provide administrative and fiduciary support while allowing individuals or families the ability to retain decision-making authority.
We act as agent for attorneys for property, executors, and trustees, assisting with administration, accounting, reporting, payments, and ongoing trust or estate administration. At Legacy Private Trust, our services are designed to reduce administrative burden while providing professional oversight, continuity, and operational expertise.
As a federally regulated trust company, we deliver dependable back-office support with the care,
Charitable giving can create a lasting impact while reflecting the values and legacy of an individual, family, or organization.
Legacy Private Trust provides administration and trustee services for charitable foundations, charitable trusts, and donor-advised funds (DAFs), helping clients manage their philanthropic goals with clarity and purpose. Our team supports governance, investment oversight, grant administration, compliance, and ongoing reporting to help ensure charitable assets are managed responsibly and effectively.
With fiduciary expertise and the continuity of a federally regulated trust company, we provide long-term stewardship to support modern philanthropy.
Trust and estate administration often involves complex tax filings, accounting requirements, and ongoing financial reporting obligations.
Specialized tax and accounting services from Legacy Private Trust help trusts, estates, and POAs maintain accurate records, meet deadlines, and manage their obligations properly. Our team supports fiduciary accounting, trust and estate tax return preparation, beneficiary reporting, and coordination with other advisors.
Our experience as a federally regulated trust company brings precision, oversight, and accountability to the financial administration that supports effective fiduciary management.
Cemetery trusts play a vital role in protecting funds intended for future care, services, and long-term stewardship.
Through our cemetery trust services, Legacy Private Trust provides professional trustee and administrative support for Care & Maintenance Trusts and Cemetery Preneed Trusts. We help cemetery operators meet regulatory requirements while supporting sustainable, long-term trust fund management. Our team delivers investment oversight, accounting, reporting, and fiduciary administration tailored to the unique operational and compliance needs of the cemetery sector.
With deep experience in cemetery trust services and the oversight of a federally regulated trust company, we provide stability, transparency, and stewardship designed to support both present-day operations and future needs.
Funeral preneed trusts help protect funds set aside for future funeral services while providing families with confidence that arrangements have been professionally managed in advance.
Our team at Legacy Private Trust provides trustee and administrative services for funeral preneed trusts, helping funeral homes meet regulatory requirements while supporting long-term financial sustainability. We deliver investment oversight, accounting, reporting, and fiduciary administration tailored to the unique needs of the funeral profession and the families it serves.
As a federally regulated trust company with deep experience in preneed trust management, we provide stability, transparency, and stewardship designed to support both funeral operators and their clients.
Indigenous trusts play an important role in supporting long-term community priorities, intergenerational stewardship, and the responsible management of settlement or community assets.
At Legacy Private Trust, we provide professional trustee and administrative services for Indigenous trusts, working collaboratively to support governance, investment oversight, accounting, reporting, and fiduciary administration. Our approach is grounded in transparency, continuity, and respect for the unique objectives and structures of each trust and community we serve.
Independent fiduciary expertise, combined with the oversight of a federally regulated trust company, provides long-term stewardship designed to help protect and sustain trust assets for future generations.
