Trust and Investment

Trust & Investment

PEACE HILLS TRUST – PEACE OF MIND SOLUTIONS


Building the Future with Pride and Tradition

Our highly specialized teams of experienced trust professionals are 100 percent dedicated to the successful administration of First Nation Trusts and supporting the financial development of First Nations and their membership.  At one time, First Nation Trusts were simply vehicles to facilitate payment on specific claims. Today they have evolved to include impact benefit arrangements and economic development structures that promote growth and innovation for First Nations. Peace Hills has been an industry leader in adapting to the changing Trust environment.

The company mission and focus is to partner with our clients on a long term basis to help you achieve your financial goals. Our Team is committed to working with First Nations to help guide you through the complex issues involved in establishing and administering Trusts and Trust Agreements. At Peace Hills Trust, we know the First Nation Trust business because our trust team deals only with First Nation Trusts, and have been doing so for over 37 years.

Creating a Successful Team

Our dedicated team maintains a close relationship with our clients from goal setting and forecasting through investment manager selection, community presentations, and ongoing communications. We have proven methods to manage both simple or complex situations and the ability to communicate this to our clients in an easy to understand manner.

Trustee and Administrative Services

Peace Hills Trust offers a full range of Trustee and Administrative services tailored to the needs of the First Nations.  

•    Ongoing education to leadership, co-trustees and communities
•    Custody and safekeeping of all trust property
•    Regular financial and investment reports
•    Payment of authorized expenses & distributions of annual income
•    Regular face to face meetings

Investment Consulting Services
•    Manager Searches
•    Investment Policy Development
•    Performance Reviews
•    Ongoing Monitoring

Agencies

Peace Hills Trust offers specialized assistance to First Nation Trustees in the operation and management of a Trust by providing a full range of administrative, financial institution services and custody services including workshops and training specifically designed to speak to the administration of your trust.

Investment Management

Selecting and monitoring investment managers has become a key responsibility for a Trustee. When you come to us with your Trust, we have the capability of hiring and working with the top investment professionals in Canada.  These professionals have the type of First Nation experience that we demand for our clients.  We put together a team that is suited to your unique needs.  There is no ‘one size fits all’ at Peace Hills.

Building Capacity

Peace Hills Trust is committed to building Trust and Investment capacity in First Nation communities by hosting complimentary workshops throughout Canada. In addition we provide quality training sessions to Chiefs, Councils and new Trustees on the operation of the Trust.

Our Industry – Supporting First Nation communities

As the industry leader, we aspire to maintaining honour and dignity in all dealings while ensuring that value is added to each relationship.  With over 3 decades of experience in managing Trusts and over half a billion in assets, we pride ourselves on evolving and growing with our First Nation partners.