Heritage Trust

Financial Services - West Vancouver, British Columbia, Canada

Heritage Trust Employees
Tumelo Tlooke

Group Chief Financial Officer

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Tumelo Ca

Group Chief Financial Officer

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Heritage Trust Senior Management
Tumelo Tlooke

Group Chief Financial Officer

Contact Tumelo Tlooke

Tumelo Ca

Group Chief Financial Officer

Contact Tumelo Ca

Contact All Heritage Trust Employees
Heritage Trust Details

Co-founded by Nicole Garton, B.A., L.L.B., TEP and Brian Dougherty, B.Comm., CPA, CA, Heritage Trust is incorporated under the Financial Institutions Act (BC) and is regulated by the Financial Institutions Commission (FICOM), a government agency of the Province of British Columbia.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.

Heritage Trust logo, Heritage Trust contact details
Employees: 5
HQ: (778) 742-5005
Location: West Vancouver, British Columbia, Canada
Revenue:
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