Trust and Family Office Solutions

We don’t replace your advisors, we work with them.

CV TrustCo provides bespoke solutions for high net worth families. We are 100% management owned, and we offer conflict free entrepreneurial Trust and Family Office solutions that align with your legacy objectives.  

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Established as a trust company, CV Trust brings an independent and informed perspective on trust and estate fiduciary services together with the security of a regulated financial institution. 

Alongside our executor and trustee fiduciary services, CV Family Office has developed an innovative multi-family office platform. Working with your professional advisors, we implement, execute, and maintain tailor made strategies aimed at protecting and growing your family’s wealth. 

From the tech entrepreneur who has recently retired, to the established entrepreneur transitioning their business to family management or a third party, our clients are high net worth families in all stages of their business cycles. 

*CV Trust and CV Family Office are divisions of CV TrustCo Inc.

Our People

CPA, CA TEP

Ron Voyer

Office: +1 604 684 7598

Mobile: +1 604 657 1567

rvoyer[@]cvtrustco.com

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Ron Voyer

25+ years of professional experience in Canadian income tax advisory services.

Deep experience in the development and implementation of practical estate, trust and succession plans.

Led the Vancouver tax practice for a global accounting firm.

Co-founder of CV TrustCo.

CPA, CMA TEP, FEA

Steve Ivacko

Office: +1 604 343 4700

sivacko[@]cvtrustco.com

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Steve Ivacko

Over 10 years of family office and private client advisory experience

Experienced in tax, estate, succession, governance and philanthropic planning

CPA, CGA

Sarah McGrath

Office: +1 604 674 8265

Mobile: +1 604 764 7276

smcgrath[@]cvtrustco.com

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Sarah McGrath

10+ years financial institution experience

Financial reporting and compliance experience in highly regulated environments

Currently pursuing the TEP designation

BA, MTI, TEP

Jack Polanica

Office: +1 604 343 1697

Mobile: +1 604 369 1760

Jpolanica[@]cvtrustco.com

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Jack Polanica

Specializes in the management and administration of estates and trusts

7+ years experience in the trusts and estate industry having worked for one of the largest trust companies in Canada.

Excellent knowledge of estate laws and procedures in British Columbia

Supports CV TrustCo in carrying out their fiduciary duties.

Board of Directors

Brent Kerr, QC is a partner with Gowling WLG (Canada) LLP, practicing tax law in the firm’s Vancouver office.  Gowling WLG was created in 2016 by the combination of Gowling Lafleur Henderson LLP, a leading Canadian law firm, and Wragge Lawrence Graham & Co (WLG), a leading UK based international law firm.  Brent has extensive experience in mergers and acquisitions, personal and business trusts, partnerships and other vehicles; international trusts for private clients; and employee stock option plans.

Mr. K. Jin Koh was Executive Director and Country Manager for United Overseas Bank (UOB) in Canada covering offices in Vancouver, Toronto and Calgary from 2000 to 2009. In 2009, he was posted to Head the UOB’s New York Agency before returning to Canada in 2012 to resume his position as Country Manager. Prior to joining UOB, Mr. Koh was President and CEO of Kuok Group of companies in Canada that included a TSX listed company and other privately owned entities. The Kuok Group is a diversified international conglomerate based in Hong Kong. In Canada, it was focused in residential and commercial real estate development and owned and operated the Shangri-La Hotel in Vancouver. Mr. Koh immigrated to Canada from Singapore in 1989 and began his Canadian career with the Toronto Dominion Bank. He has over 30 years banking experience beginning with HSBC in Singapore. Mr. Koh holds a Bachelor of Business Administration degree from the National University of Singapore.

Larry Van Hatten, FCPA is an independent consultant and corporate director.  He qualified as a Chartered Accountant in 1975.  Until his retirement in June 2010, Larry was the leader of Ernst & Young’s Vancouver assurance practice.  Prior to merging with Ernst & Young in May 2005, he was the managing partner of Ellis Foster, Chartered Accountants.  He is a past director of Saxon Oil Company, Kensington Court Ventures Inc., Vanoil Energy Ltd, Khot Infrastructures Holdings Ltd and BC Children’s Hospital Foundation (chair 1996 to 1999).  He is currently a director of Zorro Capital Inc., and PNG Gold Corporation (TSXV:PGK).  He is the lead director of PNG Gold Corporation.

Kellen Voyer is a managing director at Voyer Law Corporation.

Ron Voyer, CPA, CA TEP is a principal of CV TrustCo.

Why Choose CV TrustCo?

We understand what’s at stake, and we make you our priority.

Many of our team members have either built, ran, or sold businesses for ourselves or for other people, so we have an intimate understanding of what’s involved and how important it is to you and your family. Our first-hand experience as entrepreneurs means we understand the unique position business owners are in.

We also make it a point to understand all aspects of your business, so we can effectively manage it when the need arises. We will do the bookkeeping and administration of your holding companies and family trusts, taking it off the desk of your internal corporate team so they can focus on your business—instead of dealing with your personal items off the corner of their desk.

When it comes to our family office services, we have a designated Family Enterprise Advisor (FEA) on our team which gives us an advantage in dealing with complex family dynamics. We do everything in our power to maintain forward progress from structuring and facilitating family meetings to personal and continuous follow ups.

Our expertise in both trust and family office solutions means we are versatile and able to make quick decisions as a team. We can put together both structures and rule books to ensure business and legacy decisions are made in an appropriate way.

© 2019 CV TrustCo