TD Waterhouse Private Trust is proud to
help Aboriginal peoples establish and manage Trusts to
protect settlement income and resource revenues so
that you can secure your prosperity and preserve cultural values
for generations. We bring over 140 years of experience in
managing Trusts and have a team of dedicated
professionals who specialize in the administration of the
many different types of Trusts related to land or damage claim
settlements, as well as resource revenue-sharing agreements. Our experience has taught us the best ways to help you navigate
through the complex issues involved in establishing and
administering Trusts and Trust Agreements. We want to share this
knowledge with you. You can reach our dedicated Aboriginal Trust Services
team at 1-800-563-5550. Learn more about –Our approachWhen you start working with our Aboriginal
Trust Services team, you will discover a high level of
personal and professional service that is based on
cooperation and respect. Together, we can help ensure that
the hard work and visionary thinking that goes into the creation of
your Trust Agreement can be carried on by future generations. We are committed to helping train and educate members of
Council and new Trustees on topics such as the operation
of the Trust, as well as on the duties and responsibilities of the
Trustees – a form of succession planning that ensures
long-term value and stability. We also provide training workshops for members of your
community so they can enjoy the peace of mind that comes
from understanding how your Trust works. Our approach to the
management of your Trust is hands-on and proactive. We work closely
with you and are ready to respond to your needs quickly and
effectively. Our Trustee services- Administration of Trust accounts
- Safe custody of all trust assets
- Monitoring of investments
- Handling of all investment purchases and
sales initiated by the Investment Manager(s)
- Collection of all investment income
- Distribution of funds in accordance with
the terms of your Trust Agreement
- Payment of authorized expenses and
disbursements of the Trust
- Guidance on issues such as taxation,
accounting procedures, audit processes and legal matters
- Regular financial reports and audits
Agency servicesWhen the full services of a Corporate
Trustee are not required, TD Waterhouse Private Trust can assist
individual Trustees in the management of a Trust by providing a
range of administrative services. Investment ManagementOne of the biggest investment challenges
for Trustees is generating sufficient revenue to pay for
current projects and initiatives, while at the same time ensuring
that the Trust capital grows enough to outpace inflation
and provide security for future generations. To help you meet your financial objectives, we would be pleased
to introduce you to the wealth management experts
at TD Waterhouse Private Client Services who can offer customized
investment strategies that can be tailored to specific Trust and
community needs. Contact us todayThe best way to determine the right level
of service for your needs is to speak with us. We would be happy to
make recommendations based on your circumstances. You can
contact our Aboriginal Trust Services team at 1-800-563-5550.
| 
