Search Results

At Raymond James Correspondent Services, a team of dedicated professionals are here to serve as an extension of the knowledge, experience and dedication you bring to your practice.

The goal of the Raymond James Partners program is to provide highly structured and multi-disciplined investment strategies.

Personalized portfolio management was recently only an option available to a privileged few. Our Private Investment Management Group, providing discretionary portfolio management, makes this opportunity a lot more accessible.

Investors who choose to open a Viridian account view their investments not in terms of single trades and transactions, but as an active and strategic long-term commitment to building an investment portfolio that will help them achieve their financial goals.

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.

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.

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.

Solus Trust Company provides services in the provinces of British Columbia, Alberta, Saskatchewan and Ontario, and 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.

In Canada, trusts can serve a wide variety of functions. They can help you provide support for a disabled dependent, provide for your heirs, support corporate tax and succession planning, and even provide for estate and incapacity planning.

Our financial calculators help to show you what your money can do for you. From calculating cash flow and retirement savings projections to assessing the cost of waiting to invest, these tools provide valuable insights for your investment strategy.