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Financial Accounting & Management

Legacy Private Trust

At Legacy Private Trust we have over 190 years of combined experience administering trusts and estates and are an approved trustee under the Funeral, Burial and Cremation Services Act to administer Care & Maintenance and Monument Trusts and Preneed Pooled Trusts for cemeteries and funeral homes. In addition, we also offer Executor Support Services to clients of funeral homes who need assistance acting as executor. We are a small, independent trust company focussed primarily on highly personalized service found nowhere else.

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ScotiaMcLeod

K & H Wealth Advisory have recently partnered with ScotiaMcLeod and Scotiatrust resulting in a unique platform to serve our valued cemetery trust clients. Andreas and John have spent the last 7 years focused on delivering practical financial services to help cemeteries in the low interest rate environment. With twelve cemetery clients and over $40 million in cemetery funds under management, our team can help boards and management teams structure their investment assets to produce significantly higher income and long term capital growth. The partnering of Scotiatrust and K & H Wealth Advisory offers trust administration and investment services in a comprehensive day-to-day solution.

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