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Four generations of experience in the funeral industry, brought to the work of settling estates.
Heritage Estate Services leverages over four generations of experience in the funeral industry providing a complete spectrum of estate planning, administration and settlement support services.
Whether we are building on our professional relationship with you or you are new to the Heritage group, we will work with you to ensure peace of mind in settling the Estates of your loved ones.
Who you will work with
Managing Director
Many Executors are appointed by a Will without prior experience or subject matter expertise. Their first thought is — help!
Jim spent many years managing the affairs of private companies before bringing his knowledge of finance and administration to Heritage Estate Services. Jim is certified by the Canadian Institute of Executor Advisors as a Certified Executor Advisor (CEA).
Your trust is our legacy.
Complimentary consultation