Trust Services

Trust Services

Trust Structuring
Administrative Trustee / Corporate Trustee / Protector / Trust Administrator
Trust Structuring
What is a Trust and how does it work?  Many communities utilize Trust law in their province to create a Trust so that today’s wealth can be leveraged for annual income generation to fund programs and to set aside funds for future generations. We have assisted many indigenous communities to co-create a Trust that meets their needs for their specific sovereignty goals. Our Trust structuring process can begin with a Trust workshop for community leaders, co-development of communication materials, community engagement tools, and then co-drafting of a Trust foundation document that can then form the basis of your legal document. By combining our expertise and your community goals, together we can create a unique, culturally appropriate, and tax compliant Trust Agreement that will stand the test of time. 
Administrative Trustee / Corporate Trustee / Protector / Trust Administrator
If you have a Trust in place and need someone to manage it, we can do that for you. As a Chartered Professional Accounting firm, we know the importance of financial and administrative record keeping, financial management, taxation, program management, and reporting. Our Trust leader has over 20 years’ experience working with indigenous communities including seven years as an Administrative Trustee and Trust Chair. Our services include but are not limited to: managing Trustee elections, Trustee training, Chief & Council training, chairing Trust meetings, financial management, financial reporting, community engagement on program priorities, Trust meeting minute taking, summary minutes for community members, engaging with other service providers, drafting request for proposals, creating program policies, creating Trust policy development, and amending Trust Agreements. Where possible we will work with you and your community to apply your customs and culture to your Trust process. 

Contact Us

Vickie Whitehead Indigenous Financial Advisory Services
Vickie Whitehead
Director, Indigenous Services