Raymond James Trust Services

Our trust services division offers fiduciary services to assist clients with a wide range of important needs like estate settlement, trust administration, and power of attorney services. Our professionals bring experience, expertise, and a client-focused approach to our trust service offerings for the clients of Raymond James.

Working in collaboration with our advisors and portfolio managers, we provide important trust services tools that complement their core wealth management services and add value to clients.

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RJ Trust Services PDF Brochure

Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc., regulated by the Canadian Investment Regulatory Organization (CIRO) and is a member of the Canadian Investor Protection Fund (CIPF).

Securities-related products and services are offered through Raymond James Ltd.

Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member of the Canadian Investor Protection Fund (CIPF).

Raymond James Ltd.’s trust services are offered by Solus Trust Company (“STC”). STC is an affiliate of Raymond James Ltd. and offers trust services across Canada. STC is not regulated by CIRO and is not a Member of the Canadian Investor Protection Fund (CIPF).

Raymond James advisors are not tax advisors and we recommend that clients seek independent advice from a professional advisor on tax-related matters. Statistics and factual data and other information are from sources RJL believes to be reliable, but their accuracy cannot be guaranteed.

Use of the Raymond James Ltd. website is governed by the Web Use Agreement | Client Concerns.

Raymond James Trust Services

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