Solutions and Services
At Solus Trust, we cultivate relationships that are rooted in empathy and understanding. Whether acting as an Executor, Trustee or Power of Attorney, we provide expertise to create lasting and meaningful legacies.
Our objective is to better understand your unique circumstances and assess your needs in order to deliver the most appropriate service or solution.
Executor and Executor Support*
By appointing our trust services division as executor and/or estate 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. We can also serve as trustee of any trusts created through your will. 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.
Appointment under a Power of Attorney
As attorney under a power of attorney for property (POA), we can undertake all aspects of financial administration even 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.
*It is important to note that a trust company can only be appointed as an attorney for property, not as an attorney for personal care to a client.
SIMPLIFY Services
Managing the daily ins and outs of your personal finances can be tedious and time consuming. Consider our SIMPLIFY services.
SIMPLIFY by Solus Trust aims to remove part of the burden from your life circumstances, whatever those may be. Whether you are managing your own finances or taking care of the personal affairs for a loved one, the time and attention required can draw away from other important aspects of your life.
Our SIMPLIFY services are flexible and can include:
- Bill payment support
- Income receipt processing
- Recordkeeping
- Important document review
- Assistance with tax preparation and filing coordination
Wills Bank
We can provide secure storage of wills and other important documents.
Solus Trust Company (“STC”) provides services in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario. Raymond James Trust (Québec) Ltd. (“RJTQ”) provides services in the province of Québec. Services provided by Solus Trust Company and RJTQ are not covered by the Canadian Investor Protection Fund. STC and RJTQ are affiliates of Raymond James Ltd.