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Building knowledge about Trusts and Investments for Indigenous people by Indigenous people, to enhance the professionalism and accountability in the management of this important resource.
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Welcome to NATOA

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Maximizing Indigenous Economic and Social Well-Being Across Canada

Indigenous trust assets are estimated to be over 20 billion dollars across Canada. A conservative improvement of 2% in the use of these funds could position hundreds of millions of dollars back to Indigenous communities for enhanced prosperity. Funded by TD Bank Financial Group and AANDC, the National Indigenous Trustee Training Program is designed to empower participants to make informed decisions on behalf of their communities now and in the future.

Trustee Training

The training has been developed by subject matter experts from NATOA’s corporate members. The training is designed to accommodate varying educational backgrounds in order to increase participant access.

The first intake was targeted to trustee level decision-makers, while a second phase is currently in development for trust and investment intermediate. Once complete, the full program will include trustee training, trust manager training and specialized workshops that will collectively build towards a professional designation in Indigenous Trust Management through NATOA.

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Program Overview - Phase 1

01.

Trust Overview

02.

Typical Trust Frameworks

03.

Duties and Powers of Trustees

04.

Trust Investment

05.

Trust Expenses

06.

Trustee Meetings

07.

Accounts of Trustees

08.

Trust Reporting

Program Overview - Phase 2

01.

Trust Principles

02.

Trustee Obligations

03.

Investment Markets

04.

Alternative Markets

05.

Governance Considerations

06.

Investment Policies and Strategies

Trustee Training Registration

For more information on the Trustee Training Registration click here.