Total disappointment in the management of the beneficiary’s Trust. Seven months of no activity regarding tax filings led to delay upon delay while Rick Mah said he didn’t know why this was happening, yet he was managing this process. And his assistant Jayce Voyer stated we received updates and would hear back when the Government, not this firm, had information regarding required tax filings despite unreasonable delays and noted items that were simply not true.
After promised late reports from CV Trust that lacked any transparency and no mention of why things were delayed now eight months plus, they went silent.
Just poor management; and the sign of a poor Trustee is the lack of transparency and requested information. Stay clear of the company.
May now need to hire a lawyer to request proper communication and actions on our behalf, as our legal representative and fiduciary has clearly failed us.
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I had a wonderful experience with a trust company. The services were top-notch, and the team was always available to answer my questions. They provide excellent support throughout the entire process. I would highly recommend their services to anyone in need.
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Cv trustco inc. is a trustworthy company that delivers on its promises. They have a well-structured website that makes it easy to navigate and find the information you need. Their customer service is exceptional, and they go above and beyond to assist their clients. I'm glad I chose them for my trust needs.
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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.
- Website
- cvtrustco.com
- Phone
- 6046747801
- info@cvtrustco.com
- Categories
- Financial services