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 * info@codatrust.ca*protected email*
 * (604) 281 3374


Connect With Us
Main Menu

 * Home
 * About Us
 * Our Process
 * Our Team
 * Our Services
 * Contact Us
 * Upload Secure Files

Main Menu

 * Home
 * About Us
 * Our Process
 * Our Team
 * Our Services
 * Contact Us
 * Upload Secure Files


WELCOME TO CODA TRUST


PEACE OF MIND FOR YOUR FINANCIAL FUTURE.


HELPING YOU
PLAN FORWARD.

You’ve worked hard to build a financial legacy that you can be proud of. Our
team is focused on helping you preserve your wealth so that you can feel secure
about your financial future.

Coda Trust is a boutique trust company that offers independent estate
administration, trustee services, and customized solutions for long-term
financial and intergenerational security.

Our Process

SERVICES

EXECUTOR SERVICES

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SERVICES

TRUSTEE SERVICES

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SERVICES

POWER OF ATTORNEY

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SERVICES

AGENCY SERVICES

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ABOUT CODA TRUST

Coda Trust Company Ltd. is an independent, non-deposit taking trust company
located in West Vancouver. We are privately owned, provincially regulated, and
specialize in providing high-calibre, personalized trust and estate services.

Our senior team has established reputations within the local business community
and is committed to the management and generational preservation of local family
enterprises.

Meet Our Team
Book a Consult

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HELPFUL RESOURCES

A curated library of helpful resources and tools.

Wealth Positioning


6 BEST PRACTICES WHEN PRESERVING & TRANSFERRING GENERATIONAL WEALTH


Preserving and transferring generational wealth correctly can help ensure the
financial security of your family for generations to come. With careful planning
and a keen understanding of best practices, you can successfully pass down
assets from one generation to the next without losing any of their value in the
process. In this blog post, we’ll provide business owners with an overview of
how best to manage their finances today and throughout their life in order to
preserve wealth for future generations.
Read More
Trusts & Estates


HOW TO ADMINISTRATE THE ESTATE OF A LOVED ONE


When a loved one passes away, the grief and emotional pain can be tremendous.
Along with those emotions come many challenging tasks—which include dealing with
the financial assets of your beloved family member or friend. Administering the
estate of a deceased relative may feel overwhelming; however, we can help make
it easier by breaking down the steps you’ll need to take as well as providing
resources that can make your journey simpler.
Read More


Copyright © 2024 | Coda Trust

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Coda Trust

About Us
Our Process
Our Team
Our Services
Connect With Us

Contact

2497 Marine Drive,
West Vancouver, BC
V7V 1L3

(604) 281 3374
info@codatrust.ca*protected email**protected email*

CODA TRUST COMPANY LTD. IS AN INDEPENDENT, NON-DEPOSIT TAKING TRUST COMPANY
LOCATED IN WEST VANCOUVER. WE ARE PRIVATELY OWNED, PROVINCIALLY REGULATED, AND
SPECIALIZE IN PROVIDING HIGH-CALIBRE, PERSONALIZED TRUST AND ESTATE SERVICES.


Home
About Us
Our Process
Our Team
Our Services
Contact Us
Upload Secure Files


Email
info@codatrust.ca *protected email*
Phone

(604) 281 3374

Address

2497 Marine Drive, West Vancouver, BC
V7V 1L3