About Truvera Trust Corporation
Truvera Trust Corporation is an independent British Columbia owned trust company which has been operating since 2005 and has offices in Vancouver and Kelowna. We are incorporated under BC’s Financial Institutions Act and regulated by the Financial Institutions Commissions of BC. As a privately held stand-alone corporation we specialize in providing clients with financial and estate planning and administration.
The advisors at Truvera Trust Corporation are highly skilled professionals who have years of prior experience in senior partnership and managerial positions with major international accounting firms such as PricewaterhouseCoopers, KPMG and Deloitte, as well as financial institutions and law firms. We’ve advised individual and corporate clients on accounting and tax planning, investment management, insurance products, creditor protection, corporate management practices, mergers and acquisitions, business structures, business succession planning, business valuation, selling a business, dispute resolution, personal financial planning and estate and trust planning and administration.
We provide personal, compassionate assistance as we help you manage your financial affairs and we develop customized plans to meet your specific needs.
We offer one of the lowest professional fee structures in the province for our services.
What to expect when you appoint Truvera Trust Corporation
To learn more about appointing Truvera Trust Corporation as your Executor, Trustee, Enduring Power of Attorney or Agent, contact us to arrange a complimentary, confidential conversation with one of our Trust Officers. If you appoint Truvera then you’ll provide us with information about yourself, your beneficiaries and your financial assets and liabilities which we hold in strictest confidence. You will also sign our compensation agreement. In the months and years ahead, you’ll receive ongoing financial, tax, trust and estate planning updates from us along with the opportunity to update any file information as appropriate. You’ll be welcome to contact us at any time to review your financial and estate plans and arrangements and make any appropriate revisions.