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Services

Investment Administration

We are experts in consolidating portfolio information and calculating easy to understand returns across multiple investments. Let us help you better understand your net worth and industry exposure by leveraging our expertise and technology. 

Trustee

As a federally regulated trust company, we can act as fiduciary to provide oversight to your family's assets. With no investment products of our own, you can ensure our focus is exclusively to play the role as trustee and ensure trust structures benefit future generations.

Investment fund managers seeking to create a trust fund structure have two choices, both of which can be costly and time consuming. Third-party companies acting as trustee for the fund typically charge a high annual fee to compensate for the liability they assume. While applying for an exemption to self-trustee can be equally expensive in legal costs, and the process can take many months to receive approval, all without the benefit of an independent trustee.

Estate executor

For our private wealth clients, we can be appointed as executor of the estate. Working closely with your lawyers, we will ensure that orders are carried out fairly and in a timely matter, with no conflicts of interest.

Escrow Accounts

Investment funds experience cash movements nearly every day. Subscriptions, redemptions, transfers, and expense payments can all flow through Caledon Trust escrow accounts maintained for investment funds. Rather than dealing with the complexities of a big bank, Caledon Trust provides a single point of contact and responsive support to any escrow questions or concerns.

Caledon Trust can also provide special situation escrow services for certain opportunities.

Registered Products Administration

Caledon Trust provides self-directed registered plans to investors of funds administered by CommonWealth, including Registered Retirement Savings Plans, Registered Retirement Income Funds, Tax Free Savings Accounts, Locked-in Retirement Savings Plans, and Supplemental Retirement Savings Plans.

This provides an additional distribution channel to funds who do not qualify for shelf space at traditional banks.