Canadian Western Trust

Trustee Services

Service, experience, proficiency.

At CWT, we differentiate ourselves by providing highly personalized service and innovative products that are developed to meet the needs of our customers. We take pride in maintaining exceptional levels of service, experience, and proficiency.

We build trusted business relationships and work with clients to offer a flexible, solutions-oriented approach.

  • We are a federally regulated trust company (OSFI)
  • Our robust balance sheet allows for highly competitive interest rates on cash balances and significant reductions to trustee fees
  • We have a proven reputation for delivering service and value.

Learn more about our Regulatory RRSP Trustee Services.

We have built our reputation and success on the fundamental commitment of providing superior customer experiences by:

  • Listening to our clients
  • Being flexible with our products and services to focus on our clients' needs
  • Commiting to sensible and prudent business practices
  • Using a common sense approach to growing our business

 

Knowledge

This is our business, and we are proficient in what is required from a Corporate
Trustee

Impartiality

We act solely for plan beneficiaries.

Trustworthiness

We are bound to higher standard for reporting and professionalism when acting as a Corporate Trustee.

Longevity

Perpetual tenure and relationship with CWT which is not dependent on any one individual leaving the company.

Liability

Our experience within the industry helps to mitigate errors or omissions.

Questions?

Learn more about our trustee services