This profile has not been claimed by the business owner or representative.
Claim this business to update business information, get appointment requests, engage visitors with web chat, and more!
Heritage Trust
- Finance
- West Vancouver, BC
About this business
Location details
545 Clyde Ave #220, West Vancouver, BC, V7T 1C5, Canada
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Nicole came highly recommended by several people and she did not disappoint. Her professional, clear and solution focused approach was a godsend to a very complex situation. Nicole went above and beyond and her years of experience and expertise was a significant asset. Her values and genuine care were evident from the start. You are in excellent hands!
Heritage and the whole team has always provided excellent care to any of the clients that I've referred to them. Highly recommended!
Heritage Trust failed to provide my family a satisfactory level of client service. I had a really bad experience. In 2024, it took Heritage Trust 2 months to file 2 simple tax returns with CRA. In defiance of my instructions, Heritage performed an income split without authorization. Weeks later, when it became apparent that Greg, the senior trust officer, was ignoring my emails, I asked the regional health authority for help with the matter. Intervening on my behalf, they contacted Greg, and like magic, Greg responded later ... read more
Dear Heritage Trust Team, I hope this posting finds you well. My wife and I wanted to express our sincere gratitude for the exceptional service we received from your company during the preparation of our will and estate documents. After conducting thorough research, we selected Heritage Trust, and it turned out to be a decision we are immensely pleased with. Nicole, who spearheaded our case, displayed an admirable blend of professionalism and personability. From the outset, she established a high level of trust, making us fe... read more
Frequently asked questions about Heritage Trust
How is Heritage Trust rated?
Heritage Trust has a 3.8 star rating with 10 reviews.
When is Heritage Trust open?
Heritage Trust is open now. It will close at 5:00 p.m.
Need help? Contact us.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com