Raymond James Trust Canada

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, our trust professionals provide important trust service tools that complement their core wealth management services and add value to clients.

Our services include:

​Executor and Executor Support (QC: Liquidator and Liquidator 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.

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.

Simplify

Managing the daily ins and outs of your personal finances can be tedious and time consuming. Consider our SIMPLIFY service.

Power of Attorney (QC: Protection Mandate)

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 for your family and loved ones.

Will Storage

We can provide secure storage of wills and other important documents.

​Charitable Giving Funds

A Charitable Giving Fund (CGF), also known as a donor advised fund, offers the benefits of a private foundation without the high costs and administrative burdens. It is a cost-effective, flexible, and simple solution to help clients seamlessly incorporate philanthropy into their overall financial plan.