Truvera Trust Corporation

What Truvera Trust Corporation does

Truvera Trust Corporation is an independent, privately held British Columbia trust company incorporated in 2005 under the province's Financial Institutions Act and regulated by the Financial Institutions Commission of BC. The firm provides fiduciary services — including estate administration, corporate executor services (sole, co-, or alternate), trustee services across testamentary, inter-vivos, alter ego, and joint partner trust structures, and enduring power of attorney representation — to individuals, families, and Indigenous communities across British Columbia. Its service delivery is relationship-based, supported by 16 professionals across two offices (Vancouver and Kelowna) and a proprietary Will & Estate Planning Questionnaire that digitizes client intake for legal document preparation.

The core technology is administrative and process-oriented rather than software-based: a custom questionnaire tool for client onboarding, manual trust and estate administration workflows, and compliance under BC privacy law (PIPPA). The firm does not manage client investment assets directly, positioning itself as a focused fiduciary rather than a wealth manager.

Revenue is generated through three primary streams: (1) recurring trust administration fees as a percentage of assets under administration; (2) executor/estate administration fees capped at 5% of gross aggregate estate value under Section 88 of BC's Trustee Act; and (3) power of attorney and agent-for-executor services billed as professional fees. Distribution is entirely referral-driven, sourced from BC-based lawyers, accountants, financial planners, and insurance professionals, with channel partnerships including NYF Wealth Management, Truvera Mortgage.ca, and Group One Planning Solutions.

Name

Truvera Trust Corporation

Legal name

Truvera Trust Corporation

Website

https://truvera.ca

Company type

Private

Founded year

2005

Operating status

Operating

Headcount range

1–10 employees

Short description

Truvera Trust Corporation is a BC-licensed independent trust company providing estate administration, executor, trustee, and power of attorney services to individuals, families, and Indigenous communities across British Columbia through two offices.

Ownership category

akta.pro rank

Product category

Trust and Estate Administration Services

NAICS

Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (52592)

akta.pro primary industry

Trust Administration & Fiduciary Accounting Services (FSAAANAF)

akta.pro secondary industries

Estate Administration & Probate Services (FSAAANAE), Fiduciary Agency & Trustee-for-Hire Services (FSAAANAL), Estate Planning, Trust Structuring & Governance (FSAAADAF), Family Office Trust & Fiduciary Services (FSAEAKAF)

Keywords

• Trust administration
• Estate planning
• Executor services
• Fiduciary services
• Power of attorney

Headquarters

HQ city

Vancouver

HQ country

Canada

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Trust Administration Services: Ongoing fees for administering trusts including investment management, distributions to beneficiaries, and compliance. Charged as percentage of trust assets under administration.
2. Estate Administration/Executor Services: Fees for acting as executor or co-executor of estates. Under BC Trustee Act Section 88, fees may be no more than 5% of gross aggregate assets of the estate including capital income.
3. Power of Attorney Services: Fees for acting as attorney under enduring power of attorney to manage client's financial affairs if they become incapacitated.
4. Agent Services: Fees for acting as agent for executor or trustee services, assisting named executors/trustees with administration tasks.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

Core offering

Truvera Trust Corporation is a British Columbia licensed trust company that administers estates, acts as corporate executor and trustee, and manages enduring power of attorney arrangements for individuals and families. Services include will writing support, estate plan development, trust creation and ongoing administration for testamentary, inter-vivos, alter ego, and joint partner trusts, plus agent services to assist named executors/trustees. Operations are conducted through two BC offices in Vancouver and Kelowna with fees structured as a percentage of assets under administration and statutory executor fees capped at 5% under BC Trustee Act Section 88.

Product overview

Truvera Trust Corporation offers a unified suite of fiduciary and estate planning services. The core offering centers on wills and estates administration, encompassing will writing and updates, estate plan development, and beneficiary support. As a licensed British Columbia trust company, Truvera provides corporate executor services (acting as executor, co-executor, or alternate executor), trustee services for various trust structures (testamentary, inter-vivos, alter ego, and joint partner trusts), and enduring power of attorney representation. The company also offers a proprietary Will & Estate Planning Questionnaire to facilitate client intake for legal document preparation. Services are delivered through offices in Vancouver and Kelowna, with pricing structured as competitive and customizable fees.

Differentiator

Problem solved

Functional benefit

Named customers5 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Four partnerships are on record, tiered minor and core.

• Truvera Mortgage.caminorStrategic or Co-development PartnerStrategic collaboration with Truvera Mortgage.ca for mortgage-related services that complement estate and trust administration. Logo appears on strategic partners page.
• NYF Wealth ManagementminorStrategic or Co-development PartnerStrategic partnership with NYF Wealth Management (Nancy Fong Wealth Management) for integrated wealth management and estate planning services. Nancy Fong serves as Strategic Advisor to Truvera.
• Group One Planning SolutionscoreChannel Partner/ Reseller/ DistributorFinancial planning firm that actively recommends Truvera Trust to clients for executor, trustee, and power of attorney services. Recommends Truvera due to local presence, competitive costs, and personal service model.
• Heritage Trust CorporationminorOthersFriendly competitor relationship; mutual professional respect in the trust industry.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Concentra Trust: Canadian wholesale and retail trust company providing trust, custodial and estate administration services. Comparable to Truvera in core fiduciary activities, with overlap in estate and trust administration for individual and institutional clients.
• Heritage Trust Corporation: Independent BC-based trust company directly comparable to Truvera in offering corporate executor, trustee and estate administration services to individuals and families in British Columbia. Source data explicitly identifies Heritage Trust as a friendly competitor in the same geographic market.
• Canadian Western Trust Company: Independent Canadian trust company offering estate, trust and custodial services nationally. Comparable to Truvera in fiduciary service mix but with broader geographic coverage and institutional backing from CWB Financial Group.

Broad incumbents

• BMO Trust Company: Trust services division of Bank of Montreal providing estate administration, trust services and asset custody. Comparable service offering to Truvera with national distribution and cross-sell into BMO's broader wealth platform.
• TD Wealth Trust Services: Trust and estate services arm of TD Bank Group offering executor, trustee and POA services nationally. Comparable product set to Truvera, distributed through TD's wealth advisory network across Canada.
• Scotia Trust: Trust and estate services division of Scotiabank offering executor, trustee and power of attorney services across Canada. Directly comparable fiduciary offerings to Truvera with broader institutional backing and distribution.
• RBC Royal Trust: Trust and estate services arm of Royal Bank of Canada, offering executor, trustee, power of attorney and wealth advisory services nationally. Directly overlaps Truvera's product set but operates at much greater scale with integrated banking and wealth capabilities.
• CIBC Trust: Trust services arm of Canadian Imperial Bank of Commerce providing estate administration and custody. Comparable fiduciary product set to Truvera with national reach and integration into CIBC's wealth management platform.
• Manulife Trust: Canadian trust company offering estate, trust and deposit services. Comparable fiduciary offerings to Truvera, with backing from Manulife Financial and broader wealth and insurance distribution channels.

Emerging players

• MD Financial Management Trust Services: Canadian trust services provider affiliated with MD Financial Management, focused on estate and trust administration for professionals and high-net-worth families. Comparable fiduciary offering to Truvera with a more defined target market segment.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xtwitter.com/TruveraTrust
• Facebookfacebook.com/TruveraTrust
• LinkedInlinkedin.com/company/truvera-trust-corporation
• Instagraminstagram.com/truveratrust

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Truvera Trust Corporation