Heritage Trust

Heritage Trust Heritage Trust Company Inc. offers executor, trustee, power of attorney, escrow and family office services to clients in BC.

The Canadian Estate Club, a division of Heritage Trust, offers workshops and courses on estate topics for Canadians.

08/10/2026

Your family cottage is a place of cherished memories, but it can also be an unexpected source of estate conflict. Nicole Garton explains why real estate, especially with cross-border elements, needs more than just simple division to ensure peace of mind. Watch to learn how to plan effectively.

Most Canadians think estate planning is about making a will. But one of the biggest surprises families face? Tax.Nicole ...
07/16/2026

Most Canadians think estate planning is about making a will. But one of the biggest surprises families face? Tax.

Nicole sits down with Amanda Doucette, one of Canada's leading tax, trust, and estate lawyers and host of the Tax Chick Podcast, to unpack what most Canadian families don't know about the tax side of their estate.

They cover deemed dispositions, RRSP mismatches, cottage pitfalls, probate shortcuts gone wrong, and how to find the right advisor.

If you've ever thought "my estate is pretty straightforward," this one's for you.

🎧 Listen now: https://www.estateclub.ca/podcast/ep68

This podcast is for informational purposes only and is not individual legal, financial, or tax advice. Please consult an advisor for guidance specific to your circumstances.

07/11/2026

Dividing your estate equally among your children can feel like the fair thing to do. But fair and thoughtful aren't always the same thing.

If one beneficiary is financially stable and another is vulnerable, an outright inheritance can actually cause harm. Addiction, a controlling relationship, disability benefits, or susceptibility to outside pressure can all change what "fair" should look like.

Every family is different. Your estate plan should reflect that.

07/09/2026

Building a leadership team that can carry on without you starts with one timeless principle: get the right people on the bus.

Katie Bennett breaks down how business owners can develop a team that leads with confidence.

The goal is building a great team that grows.
Streaming now, wherever you get your podcasts.

4 common business succession myths, busted.Katie Bennett joined us to share why waiting until retirement to plan is usua...
07/09/2026

4 common business succession myths, busted.

Katie Bennett joined us to share why waiting until retirement to plan is usually too late. Swipe through to see her rapid-fire answers.

Watch the full episode on our YouTube channel :
Or listen to the podcast wherever you stream.

07/07/2026

Business owners are wired to believe they need to be involved in everything. But that same drive that built the business? It can also limit how far it grows.

Katie Bennett breaks it down in Episode 67 of Your Estate Matters.

🎧 Listen now: estateclub.ca/podcast/ep67

Katie Bennett said it perfectly on Episode 67 of Your Estate Matters.Doing everything yourself might feel like control, ...
07/06/2026

Katie Bennett said it perfectly on Episode 67 of Your Estate Matters.

Doing everything yourself might feel like control, but at some point it becomes the thing holding you back.

Give this episode a listen wherever you get your podcasts.

07/06/2026

If every decision in your business lands on your desk, you've become the ceiling.

Katie Bennett breaks down what an owner-dependent business looks like, and how to get out of that cycle.

Full episode at estateclub.ca/podcast/ep67

A will can tell your family who inherits your business. It cannot make that business run.In this episode of Your Estate ...
07/04/2026

A will can tell your family who inherits your business. It cannot make that business run.

In this episode of Your Estate Matters, Nicole sits down with Katie Bennett, a master certified chair with Mackay CEO Forums and founder of Double Black Diamond Coaching, to talk about the human side of business succession planning.

Katie shares how Canadian business owners can reduce owner dependency, build strong leadership teams, and put a clear strategic plan in place so the business can carry on long after they step away.

If you own a business, this conversation is worth your time.

Listen to Episode 67 at estateclub.ca/podcast/ep67

07/02/2026

AI is a Rorschach test. What you see in it says everything about how you see the world.

Steve Parr shares why he's never been more excited to be in business, and what that means for the entrepreneurs he works with every day.

Address

220 – 545 Clyde Avenue
West Vancouver, BC
V7T1C5

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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