Helping Canadians preserve their wealth

Raymond James has always focused on helping Canadians grow, manage and preserve their wealth. Our trust services division, Solus Trust, draws on the deep expertise, experience and client understanding of our professionals to provide a full suite of trust services to help safeguard your legacy and ensure the wishes you have expressed in your will and other estate planning documents are realized. We can help make sure the people and causes you care about are provided for respectfully, responsibly and professionally.

EXECUTOR AND EXECUTOR SUPPORT*

By appointing RJTC as executor and/or trustee of your estate, we can take on the full duties of an executor and provide professional, thoughtful administration of estates and trusts at all levels of complexity. If you are named executor, we can undertake all of the functional tasks of administering the estate for you. Our executor support services mean you are not alone in managing the many responsibilities of this challenging and critical role.

* Liquidator and liquidator support in Québec.

TRUSTEE AND TRUSTEE SUPPORT

We can serve as sole or joint trustee for a wide variety of trusts. We bring not only technical, tax and reporting experience, but, most importantly, impartiality to the administration of trusts. We can also provide support in an agency capacity to someone who is a trustee, lending our expertise to your administration. You’ve worked hard to build your wealth. Now it’s time to ensure it is protected and the desires you have outlined in your estate plan are carried out just as you want them to be. RJTC’s trust officers can help guide you to make the best decisions for you and your loved ones.

APPOINTMENT UNDER A POWER OF ATTORNEY

As attorney under a power of attorney (POA), RJTC can undertake all aspects of financial administration when you are no longer able to do so. We can make sure bills are paid, taxes are filed, and your investments are managed, alleviating these burdens from your family and loved ones.

WILLS BANK

When you appoint RJTC as your executor we can provide secure storage of wills and other important documents

• Solus Trust Brochure
• Solus Trust Overview
• Executor Checklist
• Appointing an Executor
• Executor Support
• Executor Support – Advisor & Client Resource
• Trustee Support Checklist
• Trustee Duties
• Power of Attorney Checklist
• Simplify Service
• Terminology: Estate and Trust Services
• Executor Duties and Liability
• Estate Planning for Blended Families
• Estate Planning for Beneficiaries with Disabilities
• When your executor resides out of province