Investor Presentaiton
Branch Strategy
Referrals to the program are made using the Initial Inquiry Form, which can be
accessed by visiting the Public Trustee website or can be provided to anyone who
contacts the office. The Public Trustee assesses each Initial Inquiry and determines if
the individual falls within the scope of the program. The individual making the referral is
advised in writing of the decision taken by the Public Trustee.
Services offered
The Public Trustee can act on behalf of an individual in one or more of the following
capacities:
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As a Power of Attorney
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As the Executor or an Administrator of an estate
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As a Litigation Guardian, representing the legal interest of an individual who is a
minor child or an adult incapable of making decisions on his/her behalf
As a decision maker for an individual institutionalized under the Mental Health
Act
As a decision maker for an absent individual, as directed in the Presumption of
Death Act
As a decision maker for an individual declared under the Infirm Persons Act to be
incompetent to manage his/her personal and financial affairs
Investment Strategy
The central mandate of the investment policy within the office of the Public Trustee is
the preservation of wealth of clients and trusts that are served by the Public Trustee
Branch. Consequently, the Public Trustee employs a conservative investment
management orientation. All trust property is invested in a manner that reflects a
prudent investor standard and the high duty of care required to fulfill the responsibilities
of the Public Trustee.
The Public Trustee's long term objectives as a prudent investor are threefold:
a) to minimize any risk of capital loss;
b) where possible, to provide income sufficient to meet the individual client's or trust's
ongoing needs, and
c) for clients or trusts with long term investment horizons, the potential for conservative
capital appreciation over time.
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