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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 |
Just finished having a conversation with Nicole Garton regarding an Estate issue that has been troubling me. Nicole was very patient in listening to the details of my situation and then proceeded to give me some excellent advice to help address it. I must admit I have been feeling rather poorly about how the Estate has been handled after having consulted with ChatGPT, but Nicole has a warm, thoughtful manner, and her advice did a great deal to ease my concerns. I will be following her suggestions and look forward to being ab... read more
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
Frequently asked questions about Heritage Trust
How is Heritage Trust rated?
Heritage Trust has a 3.9 star rating with 11 reviews.
When is Heritage Trust open?
Heritage Trust is closed now. It will open at 8:00 a.m.
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