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Independent Decades of Experience Government oversight Strong Balance Sheet Service Oriented
Independent Caledon Trust Company is privately-owned with no affiliation to big banks or investment companies, reducing the conflicts of interest traditional trust companies have when offering their own investment products.
Decades of Experience Founded by former investment fund manager John Clark, we understand our clients’ point of view and shape our services to meet their needs.
Government oversight Caledon Trust Company is a federally chartered trust company licensed under the Trust and Loan Companies Act (Canada) and is regulated by the Office of the Superintendent of Financial Institutions, an independent agency of the Government of Canada
Strong Balance Sheet Our financial statements are publicly available online, transparency our clients and their investors appreciate. We maintain minimum unencumbered Tier 1 Capital of $6 to $10 million with limited to no debt.
Service Oriented Unlike larger organizations, we offer a single point of contact approach, leading to greater responsiveness and flexibility. We are confident that client requests will be handled thoughtfully, accurately, and in a timely manner.
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Caledon Trust Company exists to provide high net worth families and business owners a platform of traditional trust services without the concern of conflicts of interest in their investment products. As a federally-chartered Canadian Trust Company, we ensure continuity in our trusteeship and administration. We were created after decades of working in the investment industry. As a detail-oriented organization, we have streamlined the administration of trusts and estates making it simpler for our clients to leverage complexities. For details about our platform of services, and to learn what separates us from traditional institutions, get in touch with us.

What our clients are saying

Caledon Trust's professionalism, diligence, and commitment to accuracy have been a significant asset to our company – and our investors.
Caledon's depth of expertise, quality of service and responsiveness to new challenges is of the highest caliber. They are a pleasure to work with. Their service quality makes us look good to our investors.
Our Feedback is overwhelmingly positive.